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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $45,986 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,123 | $79,169+22.7% | $100,415-3.3% | $74,478+30.4% |
| Participation rate | 89.3% | 79.4%+9.9pp | 81.5%+7.8pp | 67.2%+22.1pp |
| Annual return | 19.66% | 20.51%-0.9pp | 49.47%-29.8pp | 1370.56%-1350.9pp |
| Employer contribution / active EE | $15 | $3,017-99.5% | $3,943-99.6% | $2,626-99.4% |
| Participant deferral / active EE | $17,897 | $7,751+130.9% | $8,091+121.2% | $4,350+311.4% |
| Admin fee / account holder | $116 | $1,337-91.4% | $7,906-98.5% | $1,946-94.1% |