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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPERATIONS LLC Service code 37 · EIN 04-2647786 | Loan Processing | $1,284 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,170 | $76,107-56.4% | $96,576-65.7% | $71,495-53.6% |
| Participation rate | 41.8% | 74.4%-32.6pp | 76.0%-34.2pp | 67.9%-26.1pp |
| Annual return | 20.57% | 22.81%-2.2pp | 25.87%-5.3pp | 28.85%-8.3pp |
| Employer contribution / active EE | $764 | $2,247-66.0% | $2,965-74.2% | $2,589-70.5% |
| Participant deferral / active EE | $1,128 | $4,218-73.3% | $4,851-76.7% | $4,291-73.7% |
| Admin fee / account holder | $22 | $2,708-99.2% | $8,253-99.7% | $1,588-98.6% |