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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $8,359 |
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 | $37,849 | $69,511-45.5% | $94,664-60.0% | $71,511-47.1% |
| Participation rate | 92.9% | 78.4%+14.5pp | 80.8%+12.1pp | 67.9%+25.0pp |
| Annual return | 25.35% | 29.67%-4.3pp | 156.84%-131.5pp | 28.86%-3.5pp |
| Employer contribution / active EE | $8,247 | $2,853+189.0% | $3,673+124.5% | $2,589+218.5% |
| Participant deferral / active EE | $16,461 | $7,348+124.0% | $7,417+121.9% | $4,291+283.6% |
| Admin fee / account holder | $41 | $1,211-96.6% | $7,222-99.4% | $1,588-97.4% |