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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $47,338 |
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 | $112,476 | $56,640+98.6% | $78,002+44.2% | $55,167+103.9% |
| Participation rate | 95.1% | 73.3%+21.8pp | 75.5%+19.6pp | 69.0%+26.1pp |
| Annual return | 7.08% | 2868.48%-2861.4pp | 425.99%-418.9pp | 169.23%-162.1pp |
| Employer contribution / active EE | $6,896 | $1,724+300.1% | $2,470+179.2% | $1,963+251.4% |
| Participant deferral / active EE | $6,920 | $2,778+149.1% | $3,497+97.9% | $3,054+126.6% |
| Admin fee / account holder | $234 | $467-49.9% | $5,481-95.7% | $504-53.6% |