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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $43,041 |
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 | $61,354 | $52,450+17.0% | $129,384-52.6% | $74,459-17.6% |
| Participation rate | 97.8% | 53.8%+43.9pp | 69.6%+28.1pp | 67.2%+30.6pp |
| Annual return | 16.24% | 15.65%+0.6pp | 9461.77%-9445.5pp | 1369.70%-1353.5pp |
| Employer contribution / active EE | $2,515 | $1,532+64.2% | $4,153-39.4% | $2,626-4.2% |
| Participant deferral / active EE | $7,325 | $2,797+161.9% | $4,166+75.8% | $4,350+68.4% |
| Admin fee / account holder | $220 | $2,636-91.7% | $7,686-97.1% | $1,945-88.7% |