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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 | $44,984+39.7% | $85,009-26.1% | $74,546-15.7% |
| Participation rate | 95.5% | 49.4%+46.1pp | 67.5%+28.0pp | 67.2%+28.3pp |
| Annual return | 12.32% | 26.25%-13.9pp | 66.47%-54.1pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $2,419 | $1,458+65.9% | $2,728-11.3% | $2,624-7.8% |
| Participant deferral / active EE | $5,732 | $2,733+109.7% | $4,522+26.8% | $4,347+31.8% |
| Admin fee / account holder | $141 | $2,208-93.6% | $6,153-97.7% | $1,944-92.7% |