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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $23,198 |
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 | $68,525 | $70,002-2.1% | $115,038-40.4% | $52,331+30.9% |
| Participation rate | 80.1% | 72.1%+8.0pp | 81.4%-1.3pp | 68.1%+12.0pp |
| Annual return | 10.93% | 4.04%+6.9pp | 26.14%-15.2pp | 4.54%+6.4pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $6,494 | $4,920+32.0% | $6,026+7.8% | $3,022+114.9% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |