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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 | $122,219+76.0% | $147,096+46.2% | $199,921+7.6% |
| Participation rate | 98.7% | 78.3%+20.5pp | 82.2%+16.5pp | 72.0%+26.7pp |
| Annual return | 17.94% | 30.59%-12.7pp | 419.75%-401.8pp | 34.28%-16.3pp |
| Employer contribution / active EE | $8,881 | $4,096+116.8% | $4,936+79.9% | $3,035+192.6% |
| Participant deferral / active EE | $16,299 | $8,503+91.7% | $8,071+101.9% | $5,089+220.3% |
| Admin fee / account holder | -$16 | $179-108.8% | $13,005-100.1% | $269-105.8% |