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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $5,928 |
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 | $39,808 | $65,453-39.2% | $86,691-54.1% | $66,930-40.5% |
| Participation rate | 76.3% | 75.5%+0.8pp | 76.6%-0.3pp | 69.8%+6.5pp |
| Annual return | -8.85% | -10.89%+2.0pp | 35.94%-44.8pp | 1.57%-10.4pp |
| Employer contribution / active EE | $2,172 | $2,154+0.8% | $2,837-23.4% | $2,545-14.7% |
| Participant deferral / active EE | $14,916 | $4,102+263.7% | $4,656+220.4% | $4,238+252.0% |
| Admin fee / account holder | $24 | $642-96.2% | $7,492-99.7% | $593-95.9% |