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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,524 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,885 | $84,936+7.0% | $111,297-18.3% | $79,386+14.5% |
| Participation rate | 55.0% | 75.9%-20.9pp | 77.3%-22.3pp | 70.7%-15.7pp |
| Annual return | 17.19% | 17.45%-0.3pp | 54.65%-37.5pp | 116.85%-99.7pp |
| Employer contribution / active EE | $131 | $1,979-93.4% | $2,731-95.2% | $2,427-94.6% |
| Participant deferral / active EE | $2,126 | $3,888-45.3% | $4,487-52.6% | $4,046-47.5% |
| Admin fee / account holder | $468 | $537-12.9% | $7,964-94.1% | $626-25.3% |