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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $920 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $46,929 | $60,607-22.6% | $189,575-75.2% | $86,821-45.9% |
| Participation rate | 100.0% | 68.9%+31.1pp | 78.4%+21.6pp | 72.3%+27.7pp |
| Annual return | 10.57% | 65.18%-54.6pp | 64.19%-53.6pp | 97.94%-87.4pp |
| Employer contribution / active EE | $2,553 | $1,626+57.0% | $4,412-42.1% | $2,406+6.1% |
| Participant deferral / active EE | $4,176 | $3,895+7.2% | $6,174-32.4% | $4,132+1.1% |
| Admin fee / account holder | $2 | $159-98.4% | $9,806-100.0% | $170-98.5% |