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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,094 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,420 | $38,006+24.8% | $161,489-70.6% | $89,670-47.1% |
| Participation rate | 11.5% | 55.7%-44.2pp | 78.7%-67.2pp | 71.2%-59.6pp |
| Annual return | 12.24% | 51.85%-39.6pp | 89.72%-77.5pp | 19.66%-7.4pp |
| Employer contribution / active EE | $109 | $1,536-92.9% | $4,268-97.4% | $4,041-97.3% |
| Participant deferral / active EE | $386 | $1,865-79.3% | $5,630-93.1% | $3,962-90.3% |
| Admin fee / account holder | $24 | $249-90.5% | $16,006-99.9% | $352-93.2% |