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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,438 |
Filed as: ABD INSURANCE & FINANCIAL SERVICES Service code 16 · EIN 27-0673528 | Consulting | $5,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,444 | $86,338-43.9% | $91,994-47.3% | $77,775-37.7% |
| Participation rate | 94.5% | 82.9%+11.6pp | 78.6%+15.9pp | 73.2%+21.3pp |
| Annual return | 52.19% | 29.65%+22.5pp | 69.04%-16.9pp | 32.58%+19.6pp |
| Employer contribution / active EE | $4,734 | $2,988+58.5% | $3,453+37.1% | $2,504+89.1% |
| Participant deferral / active EE | $13,834 | $6,908+100.3% | $5,924+133.5% | $3,966+248.8% |
| Admin fee / account holder | $6 | $79-92.1% | $7,744-99.9% | $100-93.7% |