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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,118 |
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 | $63,119 | $42,546+48.4% | $71,796-12.1% | $55,167+14.4% |
| Participation rate | 91.0% | 59.1%+31.9pp | 69.1%+21.9pp | 69.0%+22.1pp |
| Annual return | 6.75% | 12.36%-5.6pp | 78.04%-71.3pp | 169.23%-162.5pp |
| Employer contribution / active EE | $1,228 | $803+52.9% | $1,924-36.2% | $1,963-37.4% |
| Participant deferral / active EE | $3,984 | $2,064+93.0% | $2,794+42.6% | $3,054+30.5% |
| Admin fee / account holder | $8 | $650-98.7% | $4,815-99.8% | $504-98.4% |