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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $30,012 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,187 | $110,483-70.9% | $145,433-77.9% | $79,634-59.6% |
| Participation rate | 77.4% | 71.1%+6.3pp | 82.1%-4.7pp | 62.5%+14.9pp |
| Annual return | 5.80% | 24.62%-18.8pp | 66.58%-60.8pp | 36.46%-30.7pp |
| Employer contribution / active EE | $471 | $4,053-88.4% | $4,554-89.7% | $2,529-81.4% |
| Participant deferral / active EE | $1,755 | $7,216-75.7% | $7,897-77.8% | $3,835-54.2% |
| Admin fee / account holder | $69 | $680-89.9% | $13,129-99.5% | $1,002-93.1% |