Filed July 29, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $404,913 |
NWK GROUP, INC.4 years Filed as: NWK GROUP Service code 16 · EIN 20-2154904 | Consulting | $75,000 |
MOSS ADAMS LLP8+ years Filed as: MOSS ADAMS Service code 16 · EIN 91-0189318 | Consulting | $23,905 |
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 | $115,871 | $95,388+21.5% | $125,401-7.6% | $77,906+48.7% |
| Participation rate | 97.2% | 78.6%+18.6pp | 82.4%+14.8pp | 73.7%+23.5pp |
| Annual return | -17.12% | 116.19%-133.3pp | 572.53%-589.6pp | 12.16%-29.3pp |
| Employer contribution / active EE | $4,426 | $3,666+20.7% | $4,816-8.1% | $2,846+55.5% |
| Participant deferral / active EE | $14,534 | $7,711+88.5% | $7,448+95.1% | $4,805+202.5% |
| Admin fee / account holder | $102 | $119-14.0% | $10,008-99.0% | $133-22.9% |