Filed May 12, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $7,804 |
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 | $76,541 | $92,091-16.9% | $63,018+21.5% | $77,958-1.8% |
| Participation rate | 93.6% | 74.5%+19.1pp | 74.8%+18.8pp | 71.6%+21.9pp |
| Annual return | 16.48% | 16.23%+0.3pp | 87.62%-71.1pp | 20.87%-4.4pp |
| Employer contribution / active EE | $2,868 | $3,424-16.2% | $2,761+3.9% | $2,310+24.1% |
| Participant deferral / active EE | $2,462 | $3,361-26.8% | $3,330-26.1% | $3,537-30.4% |
| Admin fee / account holder | $2 | $48-96.5% | $3,601-100.0% | $97-98.3% |