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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 | $106,110-26.9% | $147,005-47.2% | $77,671-0.1% |
| Participation rate | 77.1% | 78.4%-1.3pp | 82.2%-5.1pp | 70.6%+6.5pp |
| Annual return | 19.74% | 56.77%-37.0pp | 418.76%-399.0pp | 31.21%-11.5pp |
| Employer contribution / active EE | $4,632 | $4,065+14.0% | $4,934-6.1% | $2,726+69.9% |
| Participant deferral / active EE | $10,812 | $7,992+35.3% | $8,070+34.0% | $4,648+132.6% |
| Admin fee / account holder | $111 | $338-67.2% | $13,006-99.1% | $430-74.3% |