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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,306 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,257 | $80,674+0.7% | $119,126-31.8% | $64,340+26.3% |
| Participation rate | 97.2% | 55.2%+42.0pp | 75.8%+21.4pp | 55.2%+42.0pp |
| Annual return | 9.79% | 26.86%-17.1pp | 282.11%-272.3pp | 24.14%-14.4pp |
| Employer contribution / active EE | $2,545 | $2,564-0.7% | $4,034-36.9% | $1,862+36.7% |
| Participant deferral / active EE | $7,003 | $3,053+129.3% | $5,318+31.7% | $2,980+135.0% |
| Admin fee / account holder | $24 | $4,559-99.5% | $10,693-99.8% | $3,703-99.4% |