Filed September 3, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 04-2647786 | Plan Administrator | $255,217 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,972 | $85,590+43.7% | $73,307+67.8% | $69,651+76.6% |
| Participation rate | 81.0% | 78.5%+2.5pp | 74.9%+6.1pp | 66.6%+14.4pp |
| Annual return | 3.17% | 29.41%-26.2pp | 5.67%-2.5pp | 53.77%-50.6pp |
| Employer contribution / active EE | $1,394 | $2,537-45.1% | $3,237-56.9% | $2,241-37.8% |
| Participant deferral / active EE | $6,377 | $5,237+21.8% | $4,991+27.8% | $3,635+75.4% |
| Admin fee / account holder | $5 | $72-92.4% | $5,637-99.9% | $63-91.4% |