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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $314,626 |
Filed as: FIDELITY INVST INSTNL OPRTN CO, INC Service code 60 | Sub-TA Fees | $0 |
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 | $42,072 | $73,283-42.6% | $155,556-73.0% | $106,553-60.5% |
| Participation rate | 83.9% | 73.3%+10.6pp | 78.2%+5.6pp | 69.8%+14.0pp |
| Annual return | 16.69% | 15.76%+0.9pp | 64.84%-48.1pp | 17.37%-0.7pp |
| Employer contribution / active EE | $2,363 | $2,241+5.5% | $4,675-49.4% | $3,359-29.6% |
| Participant deferral / active EE | $5,114 | $4,567+12.0% | $5,631-9.2% | $5,562-8.1% |
| Admin fee / account holder | $19 | $56-66.8% | $15,885-99.9% | $80-76.7% |