| Provider | Service type | Compensation |
|---|---|---|
BRIDGEBAY FINANCIAL, INC.2 years Service code 27 · EIN 94-3060126 | Advisory (Plan) | $95,100 |
RODMAN CPAS1 year Service code 10 · EIN 04-2929802 | Accounting | $22,000 |
Filed as: SILICON VALLEY ACCOUNTANCY Service code 10 · EIN 77-0573994 | Accounting | $17,820 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$575,218 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,382 | $104,862-22.4% | $90,161-9.7% | $80,976+0.5% |
| Participation rate | 99.7% | 78.9%+20.8pp | 76.9%+22.8pp | 68.3%+31.4pp |
| Annual return | 32.63% | 20.18%+12.5pp | 34.89%-2.3pp | 22.91%+9.7pp |
| Employer contribution / active EE | $4,670 | $2,724+71.4% | $3,318+40.7% | $2,402+94.4% |
| Participant deferral / active EE | $12,636 | $6,098+107.2% | $5,287+139.0% | $3,848+228.4% |
| Admin fee / account holder | -$22 | $76-129.3% | $5,943-100.4% | $67-133.2% |