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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $97,191 |
ABD RETIREMENT SERVICES INC7+ years Service code 16 · EIN 80-0833114 | Consulting | $22,500 |
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 | $102,302 | $108,617-5.8% | $108,421-5.6% | $93,010+10.0% |
| Participation rate | 97.0% | 83.1%+13.9pp | 80.1%+16.9pp | 73.9%+23.1pp |
| Annual return | 24.40% | 21.63%+2.8pp | 905.61%-881.2pp | 158.70%-134.3pp |
| Employer contribution / active EE | $5,382 | $3,249+65.6% | $3,560+51.2% | $2,705+99.0% |
| Participant deferral / active EE | $21,914 | $7,885+177.9% | $6,564+233.9% | $4,561+380.5% |
| Admin fee / account holder | $24 | $94-73.9% | $7,298-99.7% | $152-83.9% |