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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $60,835 |
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 | $48,378 | $89,123-45.7% | $102,460-52.8% | $77,762-37.8% |
| Participation rate | 98.0% | 80.9%+17.1pp | 76.5%+21.5pp | 70.6%+27.4pp |
| Annual return | 14.34% | 25.05%-10.7pp | 29.47%-15.1pp | 31.27%-16.9pp |
| Employer contribution / active EE | $1,998 | $2,700-26.0% | $3,025-34.0% | $2,728-26.8% |
| Participant deferral / active EE | $4,444 | $5,148-13.7% | $5,056-12.1% | $4,651-4.5% |
| Admin fee / account holder | $144 | $236-39.0% | $9,460-98.5% | $433-66.8% |