Filed August 17, 2026 (most recent of 2 filings on file)
Total covered: 112 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $294,646 |
KDV WEALTH MANAGEMENT, LLC2 years Filed as: BERGANKDV WEALTH MANAGEMENT, LLC Service code 28 · EIN 20-8172864 | Investment Management | $60,000 |
RSM US LLP6 years Service code 10 · EIN 42-0714325 | Accounting | $21,780 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,462 | $78,044-62.2% | $159,960-81.6% | $78,044-62.2% |
| Participation rate | 90.9% | 74.4%+16.5pp | 78.0%+13.0pp | 74.4%+16.5pp |
| Annual return | -3.33% | 10.87%-14.2pp | 408.60%-411.9pp | 10.87%-14.2pp |
| Employer contribution / active EE | $1,077 | $3,125-65.5% | $4,226-74.5% | $3,125-65.5% |
| Participant deferral / active EE | $3,586 | $5,084-29.5% | $6,182-42.0% | $5,084-29.5% |
| Admin fee / account holder | $62 | $79-22.0% | $8,698-99.3% | $79-22.0% |