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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,940 |
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 | $62,833 | $45,123+39.2% | $85,240-26.3% | $74,478-15.6% |
| Participation rate | 95.5% | 49.4%+46.2pp | 67.5%+28.0pp | 67.2%+28.3pp |
| Annual return | 12.32% | 26.32%-14.0pp | 66.75%-54.4pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $2,419 | $1,459+65.8% | $2,735-11.6% | $2,626-7.9% |
| Participant deferral / active EE | $5,732 | $2,736+109.5% | $4,527+26.6% | $4,350+31.8% |
| Admin fee / account holder | $141 | $2,215-93.6% | $6,165-97.7% | $1,946-92.7% |