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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $30,012 |
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 | $112,596-71.4% | $152,301-78.9% | $64,728-50.3% |
| Participation rate | 77.4% | 63.6%+13.8pp | 82.4%-5.0pp | 57.9%+19.5pp |
| Annual return | 5.80% | 23.76%-18.0pp | 80.50%-74.7pp | 49.38%-43.6pp |
| Employer contribution / active EE | $471 | $3,716-87.3% | $4,624-89.8% | $2,243-79.0% |
| Participant deferral / active EE | $1,755 | $6,075-71.1% | $8,004-78.1% | $2,729-35.7% |
| Admin fee / account holder | $69 | $996-93.1% | $14,398-99.5% | $1,145-94.0% |