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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $125 |
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 | $83,121 | $75,183+10.6% | $123,894-32.9% | $55,167+50.7% |
| Participation rate | 98.2% | 72.8%+25.4pp | 81.4%+16.8pp | 69.0%+29.2pp |
| Annual return | 7.59% | 19.01%-11.4pp | 47.52%-39.9pp | 169.23%-161.6pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $7,980 | $5,084+56.9% | $5,984+33.3% | $3,054+161.3% |
| Admin fee / account holder | $0 | $663-99.9% | $8,357-100.0% | $504-99.9% |