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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $45,003 |
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 | $17,116 | $47,456-63.9% | $172,753-90.1% | $77,775-78.0% |
| Participation rate | 53.9% | 66.3%-12.4pp | 82.6%-28.7pp | 73.2%-19.3pp |
| Annual return | 29.79% | 35.57%-5.8pp | 803.00%-773.2pp | 32.58%-2.8pp |
| Employer contribution / active EE | $637 | $1,574-59.5% | $5,144-87.6% | $2,504-74.5% |
| Participant deferral / active EE | $2,092 | $2,560-18.3% | $5,198-59.8% | $3,966-47.2% |
| Admin fee / account holder | $54 | $81-32.8% | $13,956-99.6% | $100-45.7% |