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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $475 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,631 | $101,653+36.4% | $147,080-5.7% | $74,459+86.2% |
| Participation rate | 95.3% | 75.6%+19.7pp | 82.2%+13.1pp | 67.2%+28.1pp |
| Annual return | 16.54% | 8754.98%-8738.4pp | 420.17%-403.6pp | 1369.70%-1353.2pp |
| Employer contribution / active EE | $3,568 | $3,813-6.4% | $4,933-27.7% | $2,626+35.9% |
| Participant deferral / active EE | $17,582 | $7,304+140.7% | $8,066+118.0% | $4,350+304.2% |
| Admin fee / account holder | $2 | $1,752-99.9% | $12,989-100.0% | $1,945-99.9% |