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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $36,930 |
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 | $94,929 | $65,322+45.3% | $70,494+34.7% | $73,497+29.2% |
| Participation rate | 83.1% | 77.0%+6.2pp | 75.1%+8.1pp | 70.7%+12.5pp |
| Annual return | 25.08% | 15.71%+9.4pp | 109.16%-84.1pp | 28.51%-3.4pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,738-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,293 | $3,375+56.8% | $3,711+42.7% | $3,740+41.5% |
| Admin fee / account holder | $194 | $214-9.2% | $3,848-94.9% | $513-62.1% |