Filed November 17, 2021 (most recent of 3 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPER. COMPANY Service code 37 · EIN 04-2647786 | Loan Processing | $1,388 |
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 | $47,682 | $67,166-29.0% | $57,357-16.9% | $55,191-13.6% |
| Participation rate | 93.8% | 77.7%+16.1pp | 75.1%+18.7pp | 69.2%+24.6pp |
| Annual return | 3.69% | 4.22%-0.5pp | 24.41%-20.7pp | 10.78%-7.1pp |
| Employer contribution / active EE | $0 | $2,812-100.0% | $2,689-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $5,808 | $2,835+104.9% | $3,162+83.7% | $3,046+90.7% |
| Admin fee / account holder | $2 | $44-96.2% | $3,357-100.0% | $91-98.2% |