Filed July 29, 2025
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| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.2+ years Service code 16 · EIN 20-2154904 | Consulting | $75,000 |
MOSS ADAMS LLP1 year Filed as: MOSS-ADAMS LLP Service code 10 · EIN 91-0189318 | Accounting | $19,950 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$181,421 |
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 | $84,562 | $85,635-1.3% | $123,894-31.7% | $63,975+32.2% |
| Participation rate | 96.3% | 74.9%+21.3pp | 81.4%+14.9pp | 71.1%+25.1pp |
| Annual return | 13.23% | 15.74%-2.5pp | 47.52%-34.3pp | 48.65%-35.4pp |
| Employer contribution / active EE | $3,600 | $3,076+17.0% | $4,617-22.0% | $2,182+65.0% |
| Participant deferral / active EE | $10,509 | $5,667+85.5% | $5,984+75.6% | $3,356+213.1% |
| Admin fee / account holder | -$37 | $75-150.0% | $8,357-100.4% | $70-153.1% |