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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. Service code 37 · EIN 04-2647786 | Loan Processing | $1,225 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,439 | $47,977+71.8% | $154,108-46.5% | $56,289+46.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -4.90% | 3.54%-8.4pp | 735.21%-740.1pp | -9.96%+5.1pp |
| Employer contribution / active EE | $4,616 | $2,169+112.9% | $5,298-12.9% | $2,111+118.7% |
| Participant deferral / active EE | $6,489 | $2,392+171.3% | $5,081+27.7% | $3,350+93.7% |
| Admin fee / account holder | $5 | $438-99.0% | $13,411-100.0% | $521-99.1% |