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| Provider | Service type | Compensation |
|---|---|---|
Service code 38 · EIN 35-0145825 | Participant Communication | $23,467 |
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 | $32,310 | $53,901-40.1% | $134,162-75.9% | $73,497-56.0% |
| Participation rate | 96.5% | 62.8%+33.7pp | 72.2%+24.3pp | 70.7%+25.8pp |
| Annual return | 70.01% | 15.82%+54.2pp | 36.35%+33.7pp | 28.51%+41.5pp |
| Employer contribution / active EE | $1,839 | $1,458+26.1% | $3,705-50.4% | $2,270-19.0% |
| Participant deferral / active EE | $3,008 | $2,739+9.8% | $3,500-14.1% | $3,740-19.6% |
| Admin fee / account holder | $8 | $581-98.7% | $6,685-99.9% | $513-98.5% |