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| Provider | Service type | Compensation |
|---|---|---|
SILICON VALLEY ACCOUNTANCY CORP5+ years Filed as: SILICON VALLEY ACCOUNTANCY CORP. Service code 10 · EIN 77-0573994 | Accounting | $15,633 |
ADVISORY CONSULTING GROUP LLC5+ years Filed as: ADVISORY CONSULTING GROUP, LLC Service code 16 · EIN 20-5926419 | Consulting | $8,470 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$47,053 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $253,232 | $88,122+187.4% | $141,200+79.3% | $67,584+274.7% |
| Participation rate | 88.6% | 76.5%+12.1pp | 82.5%+6.1pp | 71.3%+17.3pp |
| Annual return | 25.27% | 75.40%-50.1pp | 71.41%-46.1pp | 378.59%-353.3pp |
| Employer contribution / active EE | $4,778 | $3,224+48.2% | $4,736+0.9% | $2,148+122.5% |
| Participant deferral / active EE | $16,750 | $5,958+181.2% | $6,710+149.6% | $3,540+373.2% |
| Admin fee / account holder | -$34 | $131-126.0% | $10,265-100.3% | $142-123.9% |