Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SILICON VALLEY ACCOUNTANCY Service code 10 · EIN 77-0573994 | Accounting | $26,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,778 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,405 | $37,463+47.9% | $77,096-28.1% | $66,938-17.2% |
| Participation rate | 72.2% | 52.9%+19.3pp | 67.9%+4.3pp | 69.8%+2.4pp |
| Annual return | -17.14% | -3.25%-13.9pp | 42.35%-59.5pp | 1.58%-18.7pp |
| Employer contribution / active EE | $13 | $1,535-99.1% | $2,814-99.5% | $2,545-99.5% |
| Participant deferral / active EE | $4,778 | $2,621+82.3% | $4,429+7.9% | $4,238+12.7% |
| Admin fee / account holder | $205 | $568-64.0% | $5,428-96.2% | $594-65.5% |