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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $92,979 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $48,825 |
Filed as: SILICON VALLEY ACCOUNTANCY CORP. Service code 10 · EIN 77-0573994 | Accounting | $10,368 |
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 | $128,110 | $122,219+4.8% | $147,096-12.9% | $199,921-35.9% |
| Participation rate | 95.3% | 78.3%+17.1pp | 82.2%+13.2pp | 72.0%+23.3pp |
| Annual return | 17.60% | 30.59%-13.0pp | 419.75%-402.1pp | 34.28%-16.7pp |
| Employer contribution / active EE | $4,027 | $4,096-1.7% | $4,936-18.4% | $3,035+32.7% |
| Participant deferral / active EE | $14,763 | $8,503+73.6% | $8,071+82.9% | $5,089+190.1% |
| Admin fee / account holder | $68 | $179-61.9% | $13,005-99.5% | $269-74.6% |