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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AUDIT AND TAX SOLUTIONS Service code 10 · EIN 94-3211753 | Accounting | $8,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,250 |
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,505 | $162,781-0.8% | $133,956+20.6% | $158,922+1.6% |
| Participation rate | 78.3% | 83.2%-5.0pp | 79.8%-1.6pp | 82.0%-3.7pp |
| Annual return | 23.30% | 41.94%-18.6pp | 45.09%-21.8pp | 302.83%-279.5pp |
| Employer contribution / active EE | $2,110 | $4,975-57.6% | $3,919-46.1% | $4,761-55.7% |
| Participant deferral / active EE | $8,693 | $5,911+47.1% | $5,048+72.2% | $5,982+45.3% |
| Admin fee / account holder | $67 | $11,736-99.4% | $8,927-99.3% | $11,246-99.4% |