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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $136,446 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $75,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $106,107 | $89,465+18.6% | $164,866-35.6% | $77,671+36.6% |
| Participation rate | 97.6% | 78.6%+19.0pp | 78.6%+19.0pp | 70.6%+27.0pp |
| Annual return | 15.76% | 28.81%-13.0pp | 69.97%-54.2pp | 31.21%-15.4pp |
| Employer contribution / active EE | $5,279 | $2,568+105.6% | $4,343+21.6% | $2,726+93.6% |
| Participant deferral / active EE | $12,112 | $4,897+147.3% | $6,033+100.8% | $4,648+160.6% |
| Admin fee / account holder | $161 | $340-52.6% | $12,689-98.7% | $430-62.6% |