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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $275 |
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 | $62,691 | $52,467+19.5% | $57,196+9.6% | $55,167+13.6% |
| Participation rate | 83.0% | 75.8%+7.1pp | 75.3%+7.7pp | 69.0%+14.0pp |
| Annual return | 7.47% | 7.72%-0.2pp | 14.59%-7.1pp | 169.23%-161.8pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,041 | $2,830+78.1% | $3,096+62.8% | $3,054+65.0% |
| Admin fee / account holder | $2 | $269-99.2% | $3,141-99.9% | $504-99.6% |