Filed December 23, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVST INSTNL OPRTN CO, INC Service code 37 · EIN 04-2647786 | Loan Processing | $6,591,928 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,173 | $65,877-19.3% | $115,038-53.8% | $69,651-23.7% |
| Participation rate | 88.1% | 58.1%+30.0pp | 81.4%+6.8pp | 66.6%+21.6pp |
| Annual return | 1.13% | 6.03%-4.9pp | 26.14%-25.0pp | 53.77%-52.6pp |
| Employer contribution / active EE | $2,087 | $1,712+21.9% | $4,608-54.7% | $2,241-6.9% |
| Participant deferral / active EE | $4,397 | $4,216+4.3% | $6,026-27.0% | $3,635+21.0% |
| Admin fee / account holder | $45 | $77-41.7% | $8,175-99.4% | $63-28.7% |