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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $94,197 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $125,048 | $99,313+25.9% | $100,415+24.5% | $99,313+25.9% |
| Participation rate | 92.7% | 71.7%+21.0pp | 81.5%+11.2pp | 71.7%+21.0pp |
| Annual return | 24.56% | 17.67%+6.9pp | 49.47%-24.9pp | 17.67%+6.9pp |
| Employer contribution / active EE | $7,585 | $3,264+132.4% | $3,943+92.4% | $3,264+132.4% |
| Participant deferral / active EE | $19,039 | $5,346+256.2% | $8,091+135.3% | $5,346+256.2% |
| Admin fee / account holder | $16 | $109-85.7% | $7,906-99.8% | $109-85.7% |