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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $36,403 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,291 | $45,382-59.7% | $154,108-88.1% | $75,289-75.7% |
| Participation rate | 50.9% | 65.9%-15.0pp | 83.0%-32.2pp | 72.4%-21.5pp |
| Annual return | -5.17% | -0.47%-4.7pp | 735.21%-740.4pp | -0.04%-5.1pp |
| Employer contribution / active EE | $540 | $1,533-64.8% | $5,298-89.8% | $2,405-77.5% |
| Participant deferral / active EE | $1,795 | $2,384-24.7% | $5,081-64.7% | $3,739-52.0% |
| Admin fee / account holder | $69 | $89-22.2% | $13,411-99.5% | $102-32.1% |