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 | $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 | $52,450+27.3% | $129,384-48.4% | $74,459-10.3% |
| Participation rate | 45.1% | 53.8%-8.7pp | 69.6%-24.5pp | 67.2%-22.1pp |
| Annual return | 14.36% | 15.65%-1.3pp | 9461.77%-9447.4pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $828 | $1,532-46.0% | $4,153-80.1% | $2,626-68.5% |
| Participant deferral / active EE | $4,008 | $2,797+43.3% | $4,166-3.8% | $4,350-7.9% |
| Admin fee / account holder | $27 | $2,636-99.0% | $7,686-99.6% | $1,945-98.6% |