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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,485 |
Filed as: VALLEY FORGE INVESTMENT Service code 27 · EIN 23-2748550 | Advisory (Plan) | $32,999 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,166 | $44,473-47.9% | $76,518-69.7% | $55,725-58.4% |
| Participation rate | 67.6% | 51.0%+16.6pp | 68.0%-0.4pp | 70.9%-3.2pp |
| Annual return | -7.87% | -2.01%-5.9pp | -0.27%-7.6pp | 244.93%-252.8pp |
| Employer contribution / active EE | $336 | $1,101-69.5% | $2,647-87.3% | $2,078-83.8% |
| Participant deferral / active EE | $2,132 | $1,988+7.3% | $3,836-44.4% | $3,356-36.5% |
| Admin fee / account holder | $132 | $134-1.5% | $4,849-97.3% | $115+14.7% |