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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $9,188 |
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 | $195,153 | $61,391+217.9% | $149,723+30.3% | $71,529+172.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 17.64% | 35.88%-18.2pp | 134.50%-116.9pp | 28.97%-11.3pp |
| Employer contribution / active EE | $8,196 | $2,384+243.8% | $4,821+70.0% | $2,590+216.5% |
| Participant deferral / active EE | $5,467 | $2,921+87.2% | $5,682-3.8% | $4,291+27.4% |
| Admin fee / account holder | $35 | $1,264-97.3% | $13,215-99.7% | $1,588-97.8% |