Filed July 29, 2025
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| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.1+ years Service code 16 · EIN 20-2154904 | Consulting | $93,750 |
MOSS ADAMS LLP1+ years Filed as: MOSS ADAMS Service code 16 · EIN 91-0189318 | Consulting | $5,545 |
FIRST ALLIED SECURITIES INC1+ years Service code 61 655 W BROADWAY 12TH FL · SAN DIEGO, CA 92101 | Finders' fees / placement fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$113,415 |
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 | $74,577 | $86,791-14.1% | $115,038-35.2% | $59,188+26.0% |
| Participation rate | 95.2% | 72.8%+22.3pp | 81.4%+13.8pp | 69.4%+25.8pp |
| Annual return | 2.77% | 4.44%-1.7pp | 26.14%-23.4pp | 5.51%-2.7pp |
| Employer contribution / active EE | $2,959 | $2,950+0.3% | $4,608-35.8% | $2,098+41.0% |
| Participant deferral / active EE | $10,229 | $5,298+93.1% | $6,026+69.7% | $3,265+213.3% |
| Admin fee / account holder | -$6 | $95-105.9% | $8,175-100.1% | $92-106.1% |