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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPS COMPANY Service code 37 · EIN 04-2647786 | Loan Processing | $8,306 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $49,095 | $66,124-25.8% | $90,461-45.7% | $73,497-33.2% |
| Participation rate | 96.4% | 69.7%+26.8pp | 72.7%+23.8pp | 70.7%+25.8pp |
| Annual return | 15.19% | 17.65%-2.5pp | 1294.76%-1279.6pp | 28.51%-13.3pp |
| Employer contribution / active EE | $2,730 | $2,346+16.4% | $3,264-16.3% | $2,270+20.3% |
| Participant deferral / active EE | $2,608 | $3,039-14.2% | $3,964-34.2% | $3,740-30.3% |
| Admin fee / account holder | $26 | $396-93.5% | $5,617-99.5% | $513-95.0% |