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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SILICON VALLEY ACCOUNTANCY Service code 10 · EIN 77-0573994 | Accounting | $23,760 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,437 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,651 | $45,123+45.5% | $85,240-23.0% | $74,478-11.9% |
| Participation rate | 61.9% | 49.4%+12.5pp | 67.5%-5.7pp | 67.2%-5.4pp |
| Annual return | 15.87% | 26.32%-10.4pp | 66.75%-50.9pp | 1370.56%-1354.7pp |
| Employer contribution / active EE | $0 | $1,459-100.0% | $2,735-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,476 | $2,736+63.6% | $4,527-1.1% | $4,350+2.9% |
| Admin fee / account holder | $180 | $2,215-91.9% | $6,165-97.1% | $1,946-90.7% |