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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INS OP Service code 37 · EIN 04-2647786 | Loan Processing | $3,318 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,215 | $58,888+7.3% | $178,499-64.6% | $73,493-14.0% |
| Participation rate | 42.0% | 66.2%-24.2pp | 81.9%-39.9pp | 70.7%-28.7pp |
| Annual return | 13.98% | 24.86%-10.9pp | 151.10%-137.1pp | 28.51%-14.5pp |
| Employer contribution / active EE | $718 | $2,236-67.9% | $5,011-85.7% | $2,270-68.4% |
| Participant deferral / active EE | $1,489 | $2,568-42.0% | $5,202-71.4% | $3,740-60.2% |
| Admin fee / account holder | $101 | $400-74.7% | $13,986-99.3% | $513-80.3% |