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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $56,955 |
Filed as: VALLEY FORGE INVESTMENT Service code 27 · EIN 23-2748550 | Advisory (Plan) | $39,438 |
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 | $24,014 | $39,948-39.9% | $89,400-73.1% | $73,412-67.3% |
| Participation rate | 81.8% | 50.4%+31.4pp | 68.0%+13.8pp | 72.2%+9.6pp |
| Annual return | 16.46% | 50.12%-33.7pp | 245.64%-229.2pp | 59.30%-42.8pp |
| Employer contribution / active EE | $463 | $1,200-61.4% | $2,586-82.1% | $2,234-79.3% |
| Participant deferral / active EE | $2,745 | $2,193+25.2% | $3,890-29.4% | $3,806-27.9% |
| Admin fee / account holder | $118 | $134-11.8% | $4,882-97.6% | $158-25.0% |