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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $16,953 |
Service code 25 · EIN 13-5570651 | Directed Trustee | $193 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,797 | $75,388-53.8% | $123,553-71.8% | $55,725-37.6% |
| Participation rate | 94.2% | 75.7%+18.5pp | 82.3%+11.9pp | 70.9%+23.3pp |
| Annual return | -3.88% | 4.48%-8.4pp | 119.21%-123.1pp | 244.93%-248.8pp |
| Employer contribution / active EE | $3,910 | $3,063+27.6% | $4,628-15.5% | $2,078+88.1% |
| Participant deferral / active EE | $3,548 | $5,651-37.2% | $6,426-44.8% | $3,356+5.7% |
| Admin fee / account holder | $16 | $120-86.3% | $9,284-99.8% | $115-85.8% |