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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,531 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $13,136 | $41,467-68.3% | $67,313-80.5% | $55,725-76.4% |
| Participation rate | 78.0% | 62.5%+15.5pp | 69.1%+8.9pp | 70.9%+7.2pp |
| Annual return | -5.85% | 0.82%-6.7pp | -4.08%-1.8pp | 244.93%-250.8pp |
| Employer contribution / active EE | $0 | $1,316-100.0% | $2,566-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,631 | $2,399-32.0% | $3,568-54.3% | $3,356-51.4% |
| Admin fee / account holder | $6 | $102-94.5% | $4,507-99.9% | $115-95.2% |