Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,472 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,727 | $63,114+267.2% | $92,909+149.4% | $65,185+255.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 25.33% | 28.75%-3.4pp | 109.44%-84.1pp | 29.38%-4.1pp |
| Employer contribution / active EE | $4,225 | $2,571+64.3% | $3,653+15.6% | $2,177+94.1% |
| Participant deferral / active EE | $11,160 | $3,108+259.1% | $4,238+163.3% | $3,514+217.6% |
| Admin fee / account holder | $41 | $624-93.5% | $5,795-99.3% | $847-95.2% |