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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $113,648 |
Filed as: WEALTH MANAGEMENT BY BERGANKDV Service code 28 · EIN 20-8172864 | Investment Management | $67,500 |
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 | $82,449 | $107,415-23.2% | $135,974-39.4% | $80,157+2.9% |
| Participation rate | 87.0% | 78.0%+8.9pp | 81.9%+5.0pp | 72.9%+14.0pp |
| Annual return | 29.54% | 91.99%-62.5pp | 68.30%-38.8pp | 40.39%-10.9pp |
| Employer contribution / active EE | $2,721 | $3,878-29.8% | $4,859-44.0% | $2,977-8.6% |
| Participant deferral / active EE | $8,844 | $8,189+8.0% | $7,760+14.0% | $5,015+76.3% |
| Admin fee / account holder | $88 | $127-30.9% | $10,767-99.2% | $145-39.5% |