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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $47,814 |
Filed as: SILICON VALLEY ACCOUNTANCY CORPORA Service code 10 · EIN 77-0573994 | Accounting | $22,410 |
Filed as: INNOVEST PORTFOLIO SOLUTIONS,LLC Service code 16 · EIN 84-1612955 | Consulting | $19,608 |
Annual investment return 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 | $236,332 | $82,188+187.5% | $125,401+88.5% | $64,829+264.5% |
| Participation rate | 87.1% | 77.9%+9.2pp | 82.4%+4.7pp | 71.5%+15.6pp |
| Annual return | -22.86% | 3.50%-26.4pp | 572.53%-595.4pp | 32.85%-55.7pp |
| Employer contribution / active EE | $5,095 | $3,617+40.8% | $4,816+5.8% | $2,507+103.2% |
| Participant deferral / active EE | $16,923 | $7,177+135.8% | $7,448+127.2% | $4,312+292.5% |
| Admin fee / account holder | $98 | $163-40.0% | $10,008-99.0% | $188-47.9% |