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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $57,682 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,856 | $69,774+137.7% | $67,575+145.4% | $74,459+122.7% |
| Participation rate | 58.0% | 71.4%-13.4pp | 72.9%-14.9pp | 67.2%-9.2pp |
| Annual return | 13.43% | -40.53%+54.0pp | 3528.98%-3515.5pp | 1369.70%-1356.3pp |
| Employer contribution / active EE | $9,676 | $2,710+257.0% | $2,736+253.7% | $2,626+268.5% |
| Participant deferral / active EE | $6,544 | $3,636+80.0% | $4,003+63.5% | $4,350+50.5% |
| Admin fee / account holder | $162 | $890-81.8% | $3,993-96.0% | $1,945-91.7% |