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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $118,149 |
Filed as: BERGANKDV WEALTH MANAGEMENT LLC Service code 28 · EIN 20-8172864 | Investment Management | $56,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,205 | $127,481-44.9% | $149,745-53.1% | $90,274-22.2% |
| Participation rate | 86.2% | 78.2%+8.0pp | 82.5%+3.7pp | 73.4%+12.8pp |
| Annual return | 24.47% | 57.78%-33.3pp | 276.72%-252.3pp | 53.97%-29.5pp |
| Employer contribution / active EE | $2,571 | $3,448-25.4% | $4,646-44.7% | $2,523+1.9% |
| Participant deferral / active EE | $7,882 | $6,975+13.0% | $6,843+15.2% | $4,231+86.3% |
| Admin fee / account holder | $132 | $152-12.7% | $9,312-98.6% | $114+16.1% |