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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST'L OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $29,018 |
Service code 37 · EIN 35-0472300 | Loan Processing | $24,430 |
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 | $15,360 | $50,150-69.4% | $149,723-89.7% | $80,169-80.8% |
| Participation rate | 77.5% | 64.3%+13.2pp | 78.8%-1.3pp | 72.9%+4.6pp |
| Annual return | 18.74% | 29.80%-11.1pp | 134.50%-115.8pp | 40.39%-21.7pp |
| Employer contribution / active EE | $713 | $1,868-61.8% | $4,821-85.2% | $2,978-76.1% |
| Participant deferral / active EE | $1,774 | $3,195-44.5% | $5,682-68.8% | $5,016-64.6% |
| Admin fee / account holder | $41 | $153-73.4% | $13,215-99.7% | $145-72.0% |