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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $217,976 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,844 | $110,258-47.5% | $102,460-43.5% | $200,096-71.1% |
| Participation rate | 89.1% | 86.3%+2.8pp | 76.5%+12.6pp | 72.0%+17.1pp |
| Annual return | 17.35% | 35.78%-18.4pp | 29.47%-12.1pp | 34.26%-16.9pp |
| Employer contribution / active EE | $2,296 | $3,605-36.3% | $3,025-24.1% | $3,038-24.4% |
| Participant deferral / active EE | $4,384 | $6,377-31.3% | $5,056-13.3% | $5,090-13.9% |
| Admin fee / account holder | $94 | $122-23.3% | $9,460-99.0% | $269-65.2% |