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| Provider | Service type | Compensation |
|---|---|---|
SILICON VALLEY ACCOUNTANCY CORP2+ years Filed as: SILICON VALLEY ACCOUNTANCY CORP. Service code 10 · EIN 77-0573994 | Accounting | $16,173 |
Filed as: ADVISORY CONSULTING GROUP Service code 16 · EIN 20-5926419 | Consulting | $15,147 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$39,062 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,757 | $80,177+134.2% | $123,894+51.5% | $57,661+225.6% |
| Participation rate | 88.0% | 74.4%+13.6pp | 81.4%+6.6pp | 70.2%+17.8pp |
| Annual return | 7.30% | 17.90%-10.6pp | 47.52%-40.2pp | 5.13%+2.2pp |
| Employer contribution / active EE | $4,998 | $2,913+71.6% | $4,617+8.3% | $1,974+153.2% |
| Participant deferral / active EE | $17,354 | $5,130+238.3% | $5,984+190.0% | $3,061+467.0% |
| Admin fee / account holder | -$12 | $106-110.9% | $8,357-100.1% | $95-112.2% |