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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
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 | $206,000 | $79,438+159.3% | $106,555+93.3% | $79,391+159.5% |
| Participation rate | 93.8% | 74.2%+19.6pp | 76.1%+17.6pp | 70.7%+23.0pp |
| Annual return | 17.88% | 18.27%-0.4pp | 26.80%-8.9pp | 116.88%-99.0pp |
| Employer contribution / active EE | $3,070 | $2,235+37.4% | $2,819+8.9% | $2,428+26.5% |
| Participant deferral / active EE | $8,013 | $3,824+109.6% | $4,399+82.2% | $4,046+98.1% |
| Admin fee / account holder | $11 | $523-97.9% | $7,408-99.9% | $627-98.3% |