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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $139,779 |
Filed as: VALLEY FORGE INVESTMENT Service code 27 · EIN 23-2748550 | Advisory (Plan) | $57,135 |
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 | $48,639 | $44,898+8.3% | $85,187-42.9% | $199,960-75.7% |
| Participation rate | 72.5% | 45.7%+26.8pp | 67.5%+5.0pp | 72.0%+0.5pp |
| Annual return | 82.68% | 20.98%+61.7pp | 66.67%+16.0pp | 34.28%+48.4pp |
| Employer contribution / active EE | $483 | $1,367-64.7% | $2,732-82.3% | $3,036-84.1% |
| Participant deferral / active EE | $3,321 | $2,670+24.4% | $4,525-26.6% | $5,087-34.7% |
| Admin fee / account holder | $185 | $585-68.4% | $6,162-97.0% | $269-31.3% |