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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $35,333 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,640 |
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 | $150,195 | $88,203+70.3% | $165,100-9.0% | $74,478+101.7% |
| Participation rate | 90.2% | 73.1%+17.1pp | 78.6%+11.6pp | 67.2%+23.0pp |
| Annual return | 14.44% | 17.13%-2.7pp | 70.21%-55.8pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $4,125 | $2,601+58.6% | $4,348-5.1% | $2,626+57.1% |
| Participant deferral / active EE | $6,860 | $4,505+52.3% | $6,035+13.7% | $4,350+57.7% |
| Admin fee / account holder | $180 | $2,235-92.0% | $12,696-98.6% | $1,946-90.8% |