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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVE. INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $12,473 |
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 | $53,321 | $46,732+14.1% | $156,551-65.9% | $55,167-3.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 5.15% | 17.72%-12.6pp | 32.23%-27.1pp | 169.23%-164.1pp |
| Employer contribution / active EE | $662 | $2,105-68.5% | $5,501-88.0% | $1,963-66.3% |
| Participant deferral / active EE | $1,954 | $2,204-11.4% | $4,871-59.9% | $3,054-36.0% |
| Admin fee / account holder | $56 | $418-86.5% | $13,028-99.6% | $504-88.8% |