Filed July 29, 2025
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| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.4+ years Service code 16 · EIN 20-2154904 | Consulting | $56,250 |
MOSS ADAMS LLP4+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $23,415 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$114,168 |
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 | $86,304 | $88,874-2.9% | $123,553-30.1% | $75,289+14.6% |
| Participation rate | 96.6% | 75.9%+20.8pp | 82.3%+14.3pp | 72.4%+24.2pp |
| Annual return | -3.12% | 4.22%-7.3pp | 119.21%-122.3pp | -0.04%-3.1pp |
| Employer contribution / active EE | $3,679 | $3,256+13.0% | $4,628-20.5% | $2,405+53.0% |
| Participant deferral / active EE | $10,924 | $6,174+76.9% | $6,426+70.0% | $3,739+192.2% |
| Admin fee / account holder | -$11 | $95-111.2% | $9,284-100.1% | $102-110.4% |