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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$33,770 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,057 | $122,128+76.1% | $147,117+46.2% | $200,096+7.5% |
| Participation rate | 98.7% | 78.2%+20.5pp | 82.2%+16.5pp | 72.0%+26.7pp |
| Annual return | 17.94% | 30.58%-12.6pp | 420.54%-402.6pp | 34.26%-16.3pp |
| Employer contribution / active EE | $8,881 | $4,093+117.0% | $4,932+80.1% | $3,038+192.4% |
| Participant deferral / active EE | $16,299 | $8,484+92.1% | $8,065+102.1% | $5,090+220.2% |
| Admin fee / account holder | -$16 | $180-108.8% | $12,993-100.1% | $269-105.8% |