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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $73,745 |
ABD RETIREMENT SERVICES INC1+ years Filed as: CLOSED DLR-ABD RETIREMENT SERVICES Service code 27 · EIN 80-0833114 | Advisory (Plan) | $35,805 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $88,324 | $71,142+24.2% | $119,634-26.2% | $64,824+36.3% |
| Participation rate | 99.8% | 78.6%+21.2pp | 79.3%+20.5pp | 71.5%+28.3pp |
| Annual return | -14.37% | -10.01%-4.4pp | -14.98%+0.6pp | 32.84%-47.2pp |
| Employer contribution / active EE | $4,902 | $2,497+96.3% | $4,232+15.8% | $2,507+95.5% |
| Participant deferral / active EE | $9,602 | $4,490+113.9% | $5,601+71.4% | $4,311+122.7% |
| Admin fee / account holder | $85 | $162-47.9% | $10,329-99.2% | $188-55.0% |