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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $324,816 |
ABD RETIREMENT SERVICES INC8+ years Service code 27 · EIN 80-0833114 | Advisory (Plan) | $74,881 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,468 | $78,104-41.8% | $82,768-45.1% | $78,104-41.8% |
| Participation rate | 62.1% | 74.5%-12.5pp | 72.6%-10.5pp | 74.5%-12.5pp |
| Annual return | -17.32% | 10.90%-28.2pp | 702.70%-720.0pp | 10.90%-28.2pp |
| Employer contribution / active EE | $1,714 | $3,128-45.2% | $3,008-43.0% | $3,128-45.2% |
| Participant deferral / active EE | $4,068 | $5,089-20.1% | $4,395-7.4% | $5,089-20.1% |
| Admin fee / account holder | $64 | $79-19.5% | $5,326-98.8% | $79-19.5% |