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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INS OP Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $30,391 | $47,977-36.7% | $154,111-80.3% | $56,287-46.0% |
| Participation rate | 70.5% | 66.2%+4.4pp | 83.0%-12.5pp | 69.9%+0.7pp |
| Annual return | -5.86% | 3.54%-9.4pp | 735.18%-741.0pp | -9.96%+4.1pp |
| Employer contribution / active EE | $728 | $2,169-66.4% | $5,298-86.3% | $2,111-65.5% |
| Participant deferral / active EE | $1,344 | $2,392-43.8% | $5,081-73.5% | $3,350-59.9% |
| Admin fee / account holder | $56 | $438-87.3% | $13,411-99.6% | $521-89.3% |