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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $98,944 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,617 | $106,247+16.3% | $147,096-16.0% | $77,714+59.1% |
| Participation rate | 81.9% | 78.4%+3.5pp | 82.2%-0.3pp | 70.6%+11.3pp |
| Annual return | 16.14% | 56.87%-40.7pp | 419.75%-403.6pp | 31.26%-15.1pp |
| Employer contribution / active EE | $1,103 | $4,069-72.9% | $4,936-77.7% | $2,727-59.5% |
| Participant deferral / active EE | $11,953 | $7,996+49.5% | $8,071+48.1% | $4,649+157.1% |
| Admin fee / account holder | $138 | $338-59.3% | $13,005-98.9% | $433-68.3% |