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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $569 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,760 | $52,507+27.1% | $129,406-48.4% | $74,478-10.4% |
| Participation rate | 45.1% | 53.9%-8.8pp | 69.6%-24.5pp | 67.2%-22.1pp |
| Annual return | 14.36% | 15.64%-1.3pp | 9468.18%-9453.8pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $828 | $1,534-46.1% | $4,155-80.1% | $2,626-68.5% |
| Participant deferral / active EE | $4,008 | $2,801+43.1% | $4,167-3.8% | $4,350-7.9% |
| Admin fee / account holder | $27 | $2,639-99.0% | $7,689-99.6% | $1,946-98.6% |