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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 | $106,230+74.8% | $147,080+26.3% | $77,736+138.9% |
| Participation rate | 96.3% | 78.4%+17.9pp | 82.2%+14.1pp | 70.6%+25.7pp |
| Annual return | 21.16% | 56.91%-35.8pp | 420.17%-399.0pp | 31.26%-10.1pp |
| Employer contribution / active EE | $6,848 | $4,072+68.2% | $4,933+38.8% | $2,728+151.1% |
| Participant deferral / active EE | $23,249 | $8,001+190.6% | $8,066+188.2% | $4,651+399.9% |
| Admin fee / account holder | $55 | $338-83.7% | $12,989-99.6% | $433-87.3% |