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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $30,207 |
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 | $218,961 | $106,749+105.1% | $145,433+50.6% | $82,448+165.6% |
| Participation rate | 98.5% | 75.6%+22.8pp | 82.1%+16.3pp | 68.1%+30.4pp |
| Annual return | 18.17% | 27.59%-9.4pp | 66.58%-48.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $10,677 | $3,444+210.0% | $4,554+134.4% | $2,551+318.6% |
| Participant deferral / active EE | $26,910 | $6,519+312.8% | $7,897+240.7% | $4,139+550.1% |
| Admin fee / account holder | $44 | $8,390-99.5% | $13,129-99.7% | $7,234-99.4% |