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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,349 |
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 | $18,198 | $46,325-60.7% | $143,788-87.3% | $64,814-71.9% |
| Participation rate | 85.6% | 64.2%+21.4pp | 80.3%+5.3pp | 71.5%+14.1pp |
| Annual return | 68.79% | -10.05%+78.8pp | -0.03%+68.8pp | 32.84%+36.0pp |
| Employer contribution / active EE | $644 | $1,911-66.3% | $4,952-87.0% | $2,507-74.3% |
| Participant deferral / active EE | $4,554 | $2,647+72.1% | $5,638-19.2% | $4,310+5.7% |
| Admin fee / account holder | $16 | $154-89.9% | $14,675-99.9% | $188-91.7% |