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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OP CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $2,155 |
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 | $53,732 | $60,165-10.7% | $74,184-27.6% | $55,167-2.6% |
| Participation rate | 71.8% | 74.2%-2.4pp | 76.6%-4.9pp | 69.0%+2.8pp |
| Annual return | 10.31% | 10.00%+0.3pp | 17.74%-7.4pp | 169.23%-158.9pp |
| Employer contribution / active EE | $2,332 | $1,600+45.8% | $2,370-1.6% | $1,963+18.8% |
| Participant deferral / active EE | $8,170 | $2,973+174.8% | $3,550+130.2% | $3,054+167.5% |
| Admin fee / account holder | $15 | $419-96.5% | $5,586-99.7% | $504-97.1% |