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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $201,061 |
Filed as: WEALTH MANAGEMENT BY BERGANKDV Service code 28 · EIN 20-8172864 | Investment Management | $11,250 |
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 | $64,661 | $95,388-32.2% | $125,381-48.4% | $77,906-17.0% |
| Participation rate | 85.0% | 78.6%+6.4pp | 82.4%+2.6pp | 73.7%+11.3pp |
| Annual return | -14.25% | 116.19%-130.4pp | 572.31%-586.6pp | 12.16%-26.4pp |
| Employer contribution / active EE | $2,385 | $3,666-35.0% | $4,815-50.5% | $2,846-16.2% |
| Participant deferral / active EE | $7,686 | $7,711-0.3% | $7,448+3.2% | $4,805+60.0% |
| Admin fee / account holder | $114 | $119-3.7% | $10,007-98.9% | $133-13.7% |