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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVST INST OPER CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $2,238 |
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 | $29,060 | $54,320-46.5% | $67,652-57.0% | $52,331-44.5% |
| Participation rate | 81.3% | 73.6%+7.7pp | 75.7%+5.6pp | 68.1%+13.2pp |
| Annual return | -0.14% | 6.81%-6.9pp | 6625.40%-6625.5pp | 4.54%-4.7pp |
| Employer contribution / active EE | $1,264 | $1,544-18.1% | $2,266-44.2% | $1,882-32.8% |
| Participant deferral / active EE | $2,228 | $2,950-24.5% | $3,560-37.4% | $3,022-26.3% |
| Admin fee / account holder | $24 | $527-95.4% | $4,821-99.5% | $592-95.9% |