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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,760 | $63,314+86.0% | $91,004+29.4% | $62,293+89.0% |
| Participation rate | 90.8% | 73.3%+17.5pp | 75.6%+15.2pp | 69.5%+21.3pp |
| Annual return | 19.13% | 21.00%-1.9pp | 4.60%+14.5pp | 28.90%-9.8pp |
| Employer contribution / active EE | $2,258 | $1,807+24.9% | $2,456-8.1% | $2,042+10.5% |
| Participant deferral / active EE | $5,375 | $2,944+82.6% | $3,548+51.5% | $3,169+69.6% |
| Admin fee / account holder | $1 | $468-99.7% | $5,417-100.0% | $479-99.8% |