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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 OPERATIONS COMPANY INC · SMITHFIELD, RI 02917 | Loan Processing | $4,889 |
Filed as: FIDELITY INVEST INST OPER CO, INC. Service code 60 | Sub-TA Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $65,660 | $277,327-76.3% | $154,108-57.4% | - |
| Participation rate | 98.0% | 62.7%+35.3pp | 83.0%+15.0pp | - |
| Annual return | 12.25% | -3.82%+16.1pp | 735.21%-723.0pp | - |
| Employer contribution / active EE | $1,297 | $1,922-32.5% | $5,298-75.5% | - |
| Participant deferral / active EE | $4,067 | $1,965+106.9% | $5,081-20.0% | - |
| Admin fee / account holder | $15 | $104,675-100.0% | $13,411-99.9% | - |