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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $146,290 |
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 | $58,356 | $130,052-55.1% | $86,698-32.7% | $77,906-25.1% |
| Participation rate | 91.1% | 85.9%+5.2pp | 76.6%+14.5pp | 73.7%+17.4pp |
| Annual return | -15.37% | -12.73%-2.6pp | 35.96%-51.3pp | 12.16%-27.5pp |
| Employer contribution / active EE | $1,789 | $3,214-44.3% | $2,837-36.9% | $2,846-37.1% |
| Participant deferral / active EE | $6,976 | $5,741+21.5% | $4,656+49.8% | $4,805+45.2% |
| Admin fee / account holder | $90 | $132-31.5% | $7,492-98.8% | $133-31.8% |