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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 | $83,369-2.5% | $105,223-22.8% | $67,986+19.5% |
| Participation rate | 97.2% | 56.3%+40.9pp | 75.0%+22.2pp | 57.2%+40.0pp |
| Annual return | 9.79% | 24.64%-14.9pp | 180.65%-170.9pp | 31.67%-21.9pp |
| Employer contribution / active EE | $2,545 | $2,541+0.2% | $3,689-31.0% | $2,019+26.1% |
| Participant deferral / active EE | $7,003 | $3,295+112.5% | $5,072+38.1% | $3,358+108.5% |
| Admin fee / account holder | $24 | $4,073-99.4% | $8,859-99.7% | $3,203-99.2% |