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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST. INST. OPR. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $52,570 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,758 | $69,305-64.3% | $82,312-69.9% | $69,631-64.4% |
| Participation rate | 81.7% | 80.3%+1.4pp | 76.9%+4.8pp | 70.7%+11.0pp |
| Annual return | 13.39% | 21.47%-8.1pp | 25.88%-12.5pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $2,330 | $1,887+23.5% | $2,428-4.0% | $2,032+14.7% |
| Participant deferral / active EE | $1,758 | $3,568-50.7% | $3,706-52.6% | $3,224-45.5% |
| Admin fee / account holder | $66 | $97-31.6% | $5,608-98.8% | $110-39.8% |