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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $45,341 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,701 | $102,422+81.3% | $147,117+26.2% | $80,959+129.4% |
| Participation rate | 96.9% | 75.9%+21.0pp | 82.2%+14.7pp | 67.7%+29.2pp |
| Annual return | 17.21% | 135.16%-118.0pp | 420.54%-403.3pp | 35.67%-18.5pp |
| Employer contribution / active EE | $21,395 | $3,717+475.5% | $4,932+333.7% | $2,757+676.0% |
| Participant deferral / active EE | $41,045 | $6,652+517.0% | $8,065+409.0% | $4,300+854.5% |
| Admin fee / account holder | $59 | $7,953-99.3% | $12,993-99.5% | $6,925-99.2% |