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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,560 |
Filed as: INNOVEST PORTFOLIO SOLUTIONS,LLC Service code 16 · EIN 84-1612955 | Consulting | $18,425 |
Filed as: SILICON VALLEY ACCOUNTANCY CORPORA Service code 10 · EIN 77-0573994 | Accounting | $17,820 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,930 | $104,336+214.3% | $159,495+105.6% | $86,828+277.7% |
| Participation rate | 89.6% | 77.7%+11.9pp | 82.8%+6.8pp | 72.3%+17.3pp |
| Annual return | 17.75% | 26.32%-8.6pp | 263.72%-246.0pp | 97.95%-80.2pp |
| Employer contribution / active EE | $4,857 | $3,451+40.7% | $4,831+0.5% | $2,406+101.9% |
| Participant deferral / active EE | $17,247 | $6,837+152.3% | $7,354+134.5% | $4,132+317.4% |
| Admin fee / account holder | $92 | $172-46.8% | $10,804-99.2% | $170-45.9% |