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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,793 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,833 | $89,123-40.7% | $102,460-48.4% | $77,762-32.1% |
| Participation rate | 42.2% | 80.9%-38.7pp | 76.5%-34.3pp | 70.6%-28.4pp |
| Annual return | 19.85% | 25.05%-5.2pp | 29.47%-9.6pp | 31.27%-11.4pp |
| Employer contribution / active EE | $1,535 | $2,700-43.1% | $3,025-49.3% | $2,728-43.7% |
| Participant deferral / active EE | $3,171 | $5,148-38.4% | $5,056-37.3% | $4,651-31.8% |
| Admin fee / account holder | $9 | $236-96.0% | $9,460-99.9% | $433-97.8% |