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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 | $47,180+26.3% | $149,723-60.2% | $74,473-20.0% |
| Participation rate | 98.0% | 63.4%+34.6pp | 78.8%+19.2pp | 70.7%+27.3pp |
| Annual return | 19.16% | 22.75%-3.6pp | 134.50%-115.3pp | 34.36%-15.2pp |
| Employer contribution / active EE | $2,676 | $1,907+40.3% | $4,821-44.5% | $2,638+1.4% |
| Participant deferral / active EE | $5,547 | $2,730+103.2% | $5,682-2.4% | $4,530+22.5% |
| Admin fee / account holder | $74 | $343-78.3% | $13,215-99.4% | $347-78.6% |