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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $35,573 |
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 | $84,046 | $64,705+29.9% | $62,929+33.6% | $67,986+23.6% |
| Participation rate | 87.7% | 65.6%+22.1pp | 73.1%+14.6pp | 57.2%+30.5pp |
| Annual return | 12.38% | 20.31%-7.9pp | 1063.93%-1051.5pp | 31.67%-19.3pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $6,400 | $3,198+100.1% | $3,888+64.6% | $3,358+90.6% |
| Admin fee / account holder | $110 | $1,428-92.3% | $5,065-97.8% | $3,203-96.6% |