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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 | $88,137+70.4% | $164,975-9.0% | $74,429+101.8% |
| Participation rate | 90.2% | 73.1%+17.1pp | 78.6%+11.6pp | 67.2%+23.0pp |
| Annual return | 14.44% | 17.13%-2.7pp | 70.12%-55.7pp | 1368.38%-1353.9pp |
| Employer contribution / active EE | $4,125 | $2,597+58.8% | $4,343-5.0% | $2,625+57.1% |
| Participant deferral / active EE | $6,860 | $4,501+52.4% | $6,033+13.7% | $4,348+57.8% |
| Admin fee / account holder | $180 | $2,231-91.9% | $12,688-98.6% | $1,944-90.7% |