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 | -$27,698 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $77,874 | $105,581-26.2% | $70,492+10.5% | $90,274-13.7% |
| Participation rate | 64.5% | 77.5%-13.1pp | 75.1%-10.6pp | 73.4%-8.9pp |
| Annual return | 16.58% | 14.78%+1.8pp | 109.16%-92.6pp | 53.97%-37.4pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,738-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $5,400 | $3,813+41.6% | $3,711+45.5% | $4,231+27.6% |
| Admin fee / account holder | -$22 | $68-133.3% | $3,848-100.6% | $114-119.7% |