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 | $6,935,140 |
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 | $83,872 | $106,994-21.6% | $135,998-38.3% | $96,393-13.0% |
| Participation rate | 94.6% | 72.5%+22.1pp | 81.9%+12.7pp | 71.3%+23.3pp |
| Annual return | 18.64% | 26.64%-8.0pp | 68.37%-49.7pp | 22.88%-4.2pp |
| Employer contribution / active EE | $3,067 | $3,391-9.6% | $4,860-36.9% | $3,239-5.3% |
| Participant deferral / active EE | $7,007 | $7,968-12.1% | $7,761-9.7% | $5,455+28.4% |
| Admin fee / account holder | $26 | $79-67.2% | $10,769-99.8% | $74-64.9% |