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 | $52,804+137.2% | $86,617+44.6% | $80,149+56.3% |
| Participation rate | 76.2% | 62.6%+13.5pp | 71.7%+4.5pp | 72.9%+3.2pp |
| Annual return | 18.57% | 24.84%-6.3pp | 591.91%-573.3pp | 40.39%-21.8pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $3,023-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $10,589 | $3,226+228.2% | $4,437+138.6% | $5,015+111.1% |
| Admin fee / account holder | -$9 | $113-108.1% | $5,613-100.2% | $145-106.3% |