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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $39,810 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,341 | $155,795-64.5% | $136,298-59.4% | $69,631-20.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 21.66% | 232464.33%-232442.7pp | 5156.27%-5134.6pp | 27571.02%-27549.4pp |
| Employer contribution / active EE | $2,995 | $2,991+0.1% | $4,696-36.2% | $2,032+47.4% |
| Participant deferral / active EE | $11,049 | $5,394+104.9% | $6,247+76.9% | $3,224+242.8% |
| Admin fee / account holder | $159 | $128+24.0% | $9,244-98.3% | $110+44.0% |