Filed November 18, 2019 (most recent of 5 filings on file)
Total covered: 16 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $2,919 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,803 | $107,378-39.7% | $108,582-40.3% | $57,661+12.4% |
| Participation rate | 92.1% | 77.1%+15.0pp | 79.6%+12.5pp | 70.2%+21.9pp |
| Annual return | 11.57% | 12.80%-1.2pp | -51.70%+63.3pp | 5.13%+6.4pp |
| Employer contribution / active EE | $611 | $1,782-65.7% | $3,758-83.7% | $1,974-69.0% |
| Participant deferral / active EE | $5,853 | $3,221+81.8% | $4,311+35.8% | $3,061+91.3% |
| Admin fee / account holder | $20 | $108-81.3% | $7,645-99.7% | $95-78.6% |