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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $30,504 |
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 | $104,249 | $101,653+2.6% | $147,080-29.1% | $74,459+40.0% |
| Participation rate | 97.5% | 75.6%+21.9pp | 82.2%+15.3pp | 67.2%+30.3pp |
| Annual return | 17.79% | 8754.98%-8737.2pp | 420.17%-402.4pp | 1369.70%-1351.9pp |
| Employer contribution / active EE | $5,252 | $3,813+37.7% | $4,933+6.5% | $2,626+100.0% |
| Participant deferral / active EE | $15,345 | $7,304+110.1% | $8,066+90.2% | $4,350+252.8% |
| Admin fee / account holder | $72 | $1,752-95.9% | $12,989-99.4% | $1,945-96.3% |