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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $88,660 |
ABD RETIREMENT SERVICES INC8+ years Service code 16 · EIN 80-0833114 | Consulting | $67,500 |
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 | $91,261 | $87,621+4.2% | $86,460+5.6% | $77,906+17.1% |
| Participation rate | 95.4% | 85.8%+9.6pp | 80.3%+15.1pp | 73.7%+21.7pp |
| Annual return | -17.18% | -13.90%-3.3pp | 4399.82%-4417.0pp | 12.16%-29.3pp |
| Employer contribution / active EE | $5,483 | $3,474+57.9% | $3,771+45.4% | $2,846+92.6% |
| Participant deferral / active EE | $21,463 | $8,645+148.3% | $6,954+208.6% | $4,805+346.7% |
| Admin fee / account holder | $29 | $85-66.1% | $6,727-99.6% | $133-78.3% |