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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $61,736 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,750 | $104,336+4.2% | $159,474-31.8% | $86,821+25.3% |
| Participation rate | 91.8% | 77.7%+14.1pp | 82.8%+9.0pp | 72.3%+19.5pp |
| Annual return | 14.40% | 26.32%-11.9pp | 263.68%-249.3pp | 97.94%-83.5pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,831-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $11,002 | $6,837+60.9% | $7,353+49.6% | $4,132+166.3% |
| Admin fee / account holder | $159 | $172-7.8% | $10,802-98.5% | $170-6.4% |