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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $363 |
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 | $66,498 | $57,976+14.7% | $63,018+5.5% | $62,293+6.7% |
| Participation rate | 97.9% | 75.9%+22.0pp | 74.8%+23.1pp | 69.5%+28.4pp |
| Annual return | 15.94% | 17.54%-1.6pp | 87.62%-71.7pp | 28.90%-13.0pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,761-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,414 | $2,956+83.2% | $3,330+62.6% | $3,169+70.8% |
| Admin fee / account holder | $2 | $276-99.3% | $3,601-99.9% | $479-99.6% |