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| Provider | Service type | Compensation |
|---|---|---|
PRICEKUBECKA PLLC1 year Filed as: PRICEKUBECKA, PLLC Service code 10 · EIN 75-2783674 | Accounting | $11,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$29,271 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,774 | $101,591+153.7% | $147,096+75.2% | $74,429+246.3% |
| Participation rate | 96.4% | 75.5%+20.8pp | 82.2%+14.2pp | 67.2%+29.2pp |
| Annual return | 16.23% | 8746.45%-8730.2pp | 419.75%-403.5pp | 1368.38%-1352.2pp |
| Employer contribution / active EE | $6,679 | $3,813+75.2% | $4,936+35.3% | $2,625+154.4% |
| Participant deferral / active EE | $9,443 | $7,302+29.3% | $8,071+17.0% | $4,348+117.2% |
| Admin fee / account holder | $309 | $1,750-82.3% | $13,005-97.6% | $1,944-84.1% |