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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $13,794 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $352,895 | $106,164+232.4% | $147,041+140.0% | $77,692+354.2% |
| Participation rate | 89.3% | 78.4%+10.9pp | 82.2%+7.1pp | 70.6%+18.7pp |
| Annual return | 20.00% | 56.81%-36.8pp | 419.21%-399.2pp | 31.25%-11.2pp |
| Employer contribution / active EE | $6,664 | $4,066+63.9% | $4,935+35.0% | $2,726+144.5% |
| Participant deferral / active EE | $19,344 | $7,993+142.0% | $8,071+139.7% | $4,648+316.1% |
| Admin fee / account holder | $14 | $338-95.8% | $13,006-99.9% | $431-96.7% |