Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. OP. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $2,383 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,281 | $102,661+30.8% | $151,645-11.5% | $66,949+100.6% |
| Participation rate | 90.0% | 85.5%+4.5pp | 87.5%+2.5pp | 69.8%+20.2pp |
| Annual return | -20.90% | -10.81%-10.1pp | 3.34%-24.2pp | 1.57%-22.5pp |
| Employer contribution / active EE | $7,103 | $4,184+69.8% | $6,165+15.2% | $2,545+179.0% |
| Participant deferral / active EE | $14,616 | $6,645+119.9% | $8,363+74.8% | $4,239+244.8% |
| Admin fee / account holder | $13 | $630-97.9% | $11,614-99.9% | $594-97.8% |