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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MVP PLAN ADMINISTRATORS, INC Service code 13 · EIN 56-2263714 | Contract Administrator | $36,960 |
GORDON ASSET MANAGEMENT1 year Service code 26 · EIN 42-1582751 | Advisory (Participants) | $20,750 |
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 | $27,659 | $46,173-40.1% | $170,439-83.8% | $69,631-60.3% |
| Participation rate | 96.5% | 63.9%+32.6pp | 83.6%+12.9pp | 70.7%+25.8pp |
| Annual return | 41.19% | 21.62%+19.6pp | 205.94%-164.7pp | 27571.02%-27529.8pp |
| Employer contribution / active EE | $4,607 | $1,610+186.2% | $5,433-15.2% | $2,032+126.7% |
| Participant deferral / active EE | $4,300 | $2,080+106.7% | $4,939-12.9% | $3,224+33.4% |
| Admin fee / account holder | $108 | $116-6.9% | $13,881-99.2% | $110-2.2% |