Filed January 15, 2021
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,763 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,128 | $101,317+159.7% | $146,958+79.1% | $74,495+253.2% |
| Participation rate | 93.1% | 75.5%+17.6pp | 82.2%+10.9pp | 67.2%+25.9pp |
| Annual return | 22.60% | 8730.91%-8708.3pp | 418.34%-395.7pp | 1364.94%-1342.3pp |
| Employer contribution / active EE | $3,103 | $3,810-18.6% | $4,933-37.1% | $2,623+18.3% |
| Participant deferral / active EE | $13,901 | $7,303+90.3% | $8,070+72.3% | $4,346+219.9% |
| Admin fee / account holder | $24 | $1,739-98.6% | $12,998-99.8% | $1,942-98.8% |