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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $94,765 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $40,000 |
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 | $77,591 | $106,247-27.0% | $147,096-47.3% | $77,714-0.2% |
| Participation rate | 77.1% | 78.4%-1.3pp | 82.2%-5.1pp | 70.6%+6.5pp |
| Annual return | 19.74% | 56.87%-37.1pp | 419.75%-400.0pp | 31.26%-11.5pp |
| Employer contribution / active EE | $4,632 | $4,069+13.8% | $4,936-6.2% | $2,727+69.9% |
| Participant deferral / active EE | $10,812 | $7,996+35.2% | $8,071+34.0% | $4,649+132.6% |
| Admin fee / account holder | $111 | $338-67.3% | $13,005-99.1% | $433-74.4% |