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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 42-2647786 | Loan Processing | $2,212 |
Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $323,119 | $99,957+223.3% | $149,730+115.8% | $73,493+339.7% |
| Participation rate | 96.8% | 75.7%+21.1pp | 82.5%+14.3pp | 70.7%+26.1pp |
| Annual return | 19.83% | 53.87%-34.0pp | 276.70%-256.9pp | 28.51%-8.7pp |
| Employer contribution / active EE | $9,873 | $3,191+209.4% | $4,645+112.5% | $2,270+334.9% |
| Participant deferral / active EE | $10,562 | $6,073+73.9% | $6,843+54.4% | $3,740+182.4% |
| Admin fee / account holder | $14 | $551-97.5% | $9,310-99.9% | $513-97.3% |