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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 | $65,084+29.1% | $67,681+24.2% | $64,340+30.6% |
| Participation rate | 87.7% | 66.7%+20.9pp | 73.7%+13.9pp | 55.2%+32.4pp |
| Annual return | 12.38% | 20.50%-8.1pp | 590.58%-578.2pp | 24.14%-11.8pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,678-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $6,400 | $3,210+99.3% | $3,976+61.0% | $2,980+114.7% |
| Admin fee / account holder | $110 | $1,415-92.2% | $6,100-98.2% | $3,703-97.0% |