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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $49,131 |
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 | $185,737 | $106,247+74.8% | $147,096+26.3% | $77,714+139.0% |
| Participation rate | 96.3% | 78.4%+17.9pp | 82.2%+14.1pp | 70.6%+25.7pp |
| Annual return | 21.16% | 56.87%-35.7pp | 419.75%-398.6pp | 31.26%-10.1pp |
| Employer contribution / active EE | $6,848 | $4,069+68.3% | $4,936+38.7% | $2,727+151.2% |
| Participant deferral / active EE | $23,249 | $7,996+190.8% | $8,071+188.1% | $4,649+400.1% |
| Admin fee / account holder | $55 | $338-83.7% | $13,005-99.6% | $433-87.3% |