| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPS CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $486,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $235,738 | $88,730+165.7% | $82,312+186.4% | $77,958+202.4% |
| Participation rate | 96.6% | 84.5%+12.1pp | 76.9%+19.7pp | 71.6%+25.0pp |
| Annual return | 20.31% | 20.88%-0.6pp | 25.88%-5.6pp | 20.87%-0.6pp |
| Employer contribution / active EE | $17,701 | $2,758+541.8% | $2,428+628.9% | $2,310+666.1% |
| Participant deferral / active EE | $14,699 | $4,634+217.2% | $3,706+296.6% | $3,537+315.6% |
| Admin fee / account holder | $76 | $74+2.2% | $5,608-98.7% | $97-22.4% |