Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $122,128+4.9% | $147,117-12.9% | $200,096-36.0% |
| Participation rate | 95.3% | 78.2%+17.2pp | 82.2%+13.2pp | 72.0%+23.3pp |
| Annual return | 17.60% | 30.58%-13.0pp | 420.54%-402.9pp | 34.26%-16.7pp |
| Employer contribution / active EE | $4,027 | $4,093-1.6% | $4,932-18.4% | $3,038+32.6% |
| Participant deferral / active EE | $14,763 | $8,484+74.0% | $8,065+83.1% | $5,090+190.0% |
| Admin fee / account holder | $68 | $180-62.0% | $12,993-99.5% | $269-74.6% |