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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $30,517 |
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 | $53,394 | $50,902+4.9% | $155,534-65.7% | $77,736-31.3% |
| Participation rate | 95.0% | 63.1%+31.9pp | 78.2%+16.8pp | 70.6%+24.4pp |
| Annual return | 12.75% | 34.85%-22.1pp | 64.92%-52.2pp | 31.26%-18.5pp |
| Employer contribution / active EE | $2,198 | $1,991+10.4% | $4,675-53.0% | $2,728-19.4% |
| Participant deferral / active EE | $3,247 | $2,824+15.0% | $5,630-42.3% | $4,651-30.2% |
| Admin fee / account holder | $44 | $437-89.9% | $15,900-99.7% | $433-89.8% |