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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OP CO Service code 37 · EIN 04-2647786 | Loan Processing | $41,598 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,324 | $89,093-55.9% | $102,434-61.6% | $77,736-49.4% |
| Participation rate | 99.7% | 80.9%+18.8pp | 76.5%+23.2pp | 70.6%+29.1pp |
| Annual return | 35.95% | 25.03%+10.9pp | 29.46%+6.5pp | 31.26%+4.7pp |
| Employer contribution / active EE | $1,488 | $2,699-44.9% | $3,023-50.8% | $2,728-45.5% |
| Participant deferral / active EE | $2,084 | $5,147-59.5% | $5,055-58.8% | $4,651-55.2% |
| Admin fee / account holder | $90 | $236-62.0% | $9,462-99.1% | $433-79.3% |