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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $27,681 |
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 | $73,382 | $46,464+57.9% | $150,298-51.2% | $79,634-7.9% |
| Participation rate | 94.1% | 57.0%+37.1pp | 77.8%+16.3pp | 62.5%+31.6pp |
| Annual return | 17.02% | 27.89%-10.9pp | 62.79%-45.8pp | 36.46%-19.4pp |
| Employer contribution / active EE | $2,297 | $1,512+51.9% | $4,154-44.7% | $2,529-9.2% |
| Participant deferral / active EE | $4,954 | $2,157+129.7% | $5,453-9.1% | $3,835+29.2% |
| Admin fee / account holder | $57 | $891-93.6% | $14,116-99.6% | $1,002-94.3% |