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 | $6,791,894 |
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 | $62,175 | $71,505-13.0% | $123,553-49.7% | $73,367-15.3% |
| Participation rate | 95.4% | 64.9%+30.5pp | 82.3%+13.1pp | 69.5%+25.9pp |
| Annual return | -3.20% | 6.94%-10.1pp | 119.21%-122.4pp | 173.45%-176.7pp |
| Employer contribution / active EE | $2,562 | $2,011+27.4% | $4,628-44.6% | $2,499+2.5% |
| Participant deferral / active EE | $5,505 | $4,928+11.7% | $6,426-14.3% | $4,033+36.5% |
| Admin fee / account holder | $38 | $66-43.1% | $9,284-99.6% | $68-45.1% |