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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $34,848 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $30,000 |
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 | $144,581 | $106,230+36.1% | $147,080-1.7% | $77,736+86.0% |
| Participation rate | 79.6% | 78.4%+1.2pp | 82.2%-2.6pp | 70.6%+9.0pp |
| Annual return | 17.30% | 56.91%-39.6pp | 420.17%-402.9pp | 31.26%-14.0pp |
| Employer contribution / active EE | $5,061 | $4,072+24.3% | $4,933+2.6% | $2,728+85.5% |
| Participant deferral / active EE | $12,786 | $8,001+59.8% | $8,066+58.5% | $4,651+174.9% |
| Admin fee / account holder | $157 | $338-53.5% | $12,989-98.8% | $433-63.7% |