Filed July 29, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $293,907 |
NWK GROUP, INC.1 year Filed as: NWK GROUP INC Service code 16 · EIN 20-2154904 | Consulting | $75,000 |
MOSS ADAMS LLP9+ years Filed as: MOSS ADAMS Service code 16 · EIN 91-0189318 | Consulting | $41,350 |
TRUCKER HUSS7 years Service code 16 · EIN 94-3216063 | Consulting | $17,649 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $140,718 | $107,415+31.0% | $135,998+3.5% | $80,187+75.5% |
| Participation rate | 96.8% | 78.0%+18.8pp | 81.9%+14.9pp | 72.9%+23.9pp |
| Annual return | 21.18% | 91.99%-70.8pp | 68.37%-47.2pp | 40.40%-19.2pp |
| Employer contribution / active EE | $4,739 | $3,878+22.2% | $4,860-2.5% | $2,980+59.0% |
| Participant deferral / active EE | $15,465 | $8,189+88.9% | $7,761+99.3% | $5,016+208.3% |
| Admin fee / account holder | $81 | $127-35.9% | $10,769-99.2% | $145-43.9% |