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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $102,152 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,399 | $89,465+13.3% | $165,100-38.6% | $77,762+30.4% |
| Participation rate | 91.4% | 78.6%+12.7pp | 78.6%+12.7pp | 70.6%+20.8pp |
| Annual return | 16.47% | 28.86%-12.4pp | 70.21%-53.7pp | 31.27%-14.8pp |
| Employer contribution / active EE | $3,040 | $2,565+18.5% | $4,348-30.1% | $2,728+11.4% |
| Participant deferral / active EE | $10,374 | $4,904+111.5% | $6,035+71.9% | $4,651+123.1% |
| Admin fee / account holder | $77 | $340-77.4% | $12,696-99.4% | $433-82.2% |