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 | -$18,073 |
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 | $125,241 | $52,960+136.5% | $86,681+44.5% | $80,187+56.2% |
| Participation rate | 76.2% | 62.4%+13.8pp | 71.7%+4.4pp | 72.9%+3.2pp |
| Annual return | 18.57% | 24.84%-6.3pp | 593.32%-574.8pp | 40.40%-21.8pp |
| Employer contribution / active EE | $0 | $2,138-100.0% | $3,026-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $10,589 | $3,226+228.2% | $4,440+138.5% | $5,016+111.1% |
| Admin fee / account holder | -$9 | $113-108.1% | $5,620-100.2% | $145-106.3% |