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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $50,466 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,484 | $99,201-62.2% | $96,544-61.2% | $74,473-49.7% |
| Participation rate | 98.5% | 80.7%+17.8pp | 76.0%+22.5pp | 70.7%+27.7pp |
| Annual return | 23.76% | 22.40%+1.4pp | 25.88%-2.1pp | 34.36%-10.6pp |
| Employer contribution / active EE | $1,912 | $2,570-25.6% | $2,966-35.5% | $2,638-27.5% |
| Participant deferral / active EE | $4,020 | $4,938-18.6% | $4,851-17.1% | $4,530-11.3% |
| Admin fee / account holder | $108 | $225-51.9% | $8,254-98.7% | $347-68.9% |