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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $68,943 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,372 | $50,820-10.7% | $155,567-70.8% | $77,671-41.6% |
| Participation rate | 91.6% | 63.1%+28.5pp | 78.2%+13.4pp | 70.6%+21.1pp |
| Annual return | 14.83% | 34.85%-20.0pp | 64.74%-49.9pp | 31.21%-16.4pp |
| Employer contribution / active EE | $3,488 | $1,993+75.0% | $4,674-25.4% | $2,726+27.9% |
| Participant deferral / active EE | $5,609 | $2,823+98.7% | $5,628-0.3% | $4,648+20.7% |
| Admin fee / account holder | $180 | $436-58.8% | $15,916-98.9% | $430-58.3% |