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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 | $69,745+137.8% | $67,511+145.7% | $74,546+122.5% |
| Participation rate | 58.0% | 71.3%-13.4pp | 72.9%-14.9pp | 67.2%-9.2pp |
| Annual return | 13.43% | -40.37%+53.8pp | 3517.41%-3504.0pp | 1366.03%-1352.6pp |
| Employer contribution / active EE | $9,676 | $2,705+257.7% | $2,733+254.1% | $2,624+268.7% |
| Participant deferral / active EE | $6,544 | $3,636+80.0% | $4,000+63.6% | $4,347+50.5% |
| Admin fee / account holder | $162 | $894-81.9% | $3,999-96.0% | $1,944-91.7% |