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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $37,269 |
Filed as: INNOVEST PORTFOLIO SOLUTIONS,LLC Service code 16 · EIN 84-1612955 | Consulting | $23,128 |
Filed as: SILICON VALLEY ACCOUNTANCY CORPORA Service code 10 · EIN 77-0573994 | Accounting | $21,600 |
Form 5500 reported that benefits due were not provided when due.
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 | $308,358 | $95,438+223.1% | $135,998+126.7% | $74,478+314.0% |
| Participation rate | 92.1% | 78.2%+13.8pp | 81.9%+10.1pp | 70.7%+21.3pp |
| Annual return | 27.69% | 32.61%-4.9pp | 68.37%-40.7pp | 34.37%-6.7pp |
| Employer contribution / active EE | $6,605 | $3,878+70.3% | $4,860+35.9% | $2,637+150.5% |
| Participant deferral / active EE | $22,256 | $7,790+185.7% | $7,761+186.8% | $4,530+391.3% |
| Admin fee / account holder | $92 | $259-64.3% | $10,769-99.1% | $347-73.4% |