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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SILICON VALLEY ACCOUNTANCY Service code 10 · EIN 77-0573994 | Accounting | $21,330 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,534 |
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.
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 | $68,104 | $41,150+65.5% | $80,627-15.5% | $71,511-4.8% |
| Participation rate | 61.7% | 50.3%+11.4pp | 67.0%-5.3pp | 67.9%-6.2pp |
| Annual return | 18.52% | 38.48%-20.0pp | 936.76%-918.2pp | 28.86%-10.3pp |
| Employer contribution / active EE | $0 | $1,515-100.0% | $2,723-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $5,164 | $2,701+91.1% | $4,443+16.2% | $4,291+20.3% |
| Admin fee / account holder | $188 | $1,841-89.8% | $5,381-96.5% | $1,588-88.2% |