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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $76,762 |
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 | $59,608 | $47,135+26.5% | $149,682-60.2% | $74,434-19.9% |
| Participation rate | 98.0% | 63.4%+34.6pp | 78.8%+19.2pp | 70.7%+27.3pp |
| Annual return | 19.16% | 22.75%-3.6pp | 134.35%-115.2pp | 34.37%-15.2pp |
| Employer contribution / active EE | $2,676 | $1,906+40.4% | $4,818-44.5% | $2,638+1.4% |
| Participant deferral / active EE | $5,547 | $2,728+103.3% | $5,681-2.3% | $4,529+22.5% |
| Admin fee / account holder | $74 | $343-78.3% | $13,210-99.4% | $348-78.6% |