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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 | $49,468-4.1% | $150,298-68.4% | $103,975-54.4% |
| Participation rate | 11.5% | 58.1%-46.6pp | 77.8%-66.3pp | 72.5%-61.0pp |
| Annual return | 12.24% | 38.98%-26.7pp | 62.79%-50.5pp | 19.41%-7.2pp |
| Employer contribution / active EE | $109 | $1,670-93.4% | $4,154-97.4% | $3,722-97.1% |
| Participant deferral / active EE | $386 | $2,650-85.4% | $5,453-92.9% | $5,343-92.8% |
| Admin fee / account holder | $24 | $385-93.8% | $14,116-99.8% | $332-92.8% |