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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVE. INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $11,627 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $54,994 | $46,360+18.6% | $147,617-62.7% | $52,331+5.1% |
| Participation rate | 98.1% | 64.9%+33.2pp | 84.6%+13.5pp | 68.1%+30.0pp |
| Annual return | 1.26% | 1.62%-0.4pp | 61.98%-60.7pp | 4.54%-3.3pp |
| Employer contribution / active EE | $810 | $2,126-61.9% | $5,564-85.4% | $1,882-57.0% |
| Participant deferral / active EE | $2,790 | $2,258+23.6% | $4,895-43.0% | $3,022-7.7% |
| Admin fee / account holder | $58 | $766-92.4% | $11,612-99.5% | $592-90.1% |