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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST'L OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $35,188 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,098 | $44,989-84.2% | $170,435-95.8% | $77,958-90.9% |
| Participation rate | 88.7% | 64.6%+24.1pp | 83.6%+5.1pp | 71.6%+17.1pp |
| Annual return | 19.97% | 19.61%+0.4pp | 205.94%-186.0pp | 20.87%-0.9pp |
| Employer contribution / active EE | $497 | $1,466-66.1% | $5,432-90.9% | $2,310-78.5% |
| Participant deferral / active EE | $961 | $2,208-56.5% | $4,939-80.5% | $3,537-72.8% |
| Admin fee / account holder | $25 | $69-63.2% | $13,881-99.8% | $97-73.9% |