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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $54,807 | $87,059-37.0% | $105,608-48.1% | $80,925-32.3% |
| Participation rate | 98.5% | 70.4%+28.1pp | 75.3%+23.2pp | 67.7%+30.9pp |
| Annual return | 17.25% | 17.05%+0.2pp | 116.50%-99.2pp | 35.65%-18.4pp |
| Employer contribution / active EE | $7,021 | $2,396+193.0% | $3,167+121.7% | $2,756+154.7% |
| Participant deferral / active EE | $15,298 | $3,986+283.8% | $5,010+205.4% | $4,299+255.9% |
| Admin fee / account holder | $264 | $8,443-96.9% | $11,028-97.6% | $6,940-96.2% |