Filed October 20, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | $832 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $202,038 | $58,344+246.3% | $98,508+105.1% | $86,828+132.7% |
| Participation rate | 73.2% | 68.4%+4.8pp | 73.3%-0.1pp | 72.3%+0.9pp |
| Annual return | 14.19% | 43.47%-29.3pp | 1495.22%-1481.0pp | 97.95%-83.8pp |
| Employer contribution / active EE | $0 | $2,008-100.0% | $2,961-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $5,899 | $3,156+86.9% | $4,276+38.0% | $4,132+42.8% |
| Admin fee / account holder | -$12 | $138-108.4% | $5,956-100.2% | $170-106.8% |