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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 | $101,591+2.6% | $147,096-29.1% | $74,429+40.1% |
| Participation rate | 97.5% | 75.5%+22.0pp | 82.2%+15.3pp | 67.2%+30.3pp |
| Annual return | 17.79% | 8746.45%-8728.7pp | 419.75%-402.0pp | 1368.38%-1350.6pp |
| Employer contribution / active EE | $5,252 | $3,813+37.8% | $4,936+6.4% | $2,625+100.1% |
| Participant deferral / active EE | $15,345 | $7,302+110.1% | $8,071+90.1% | $4,348+252.9% |
| Admin fee / account holder | $72 | $1,750-95.9% | $13,005-99.4% | $1,944-96.3% |