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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $36,676 |
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 | $94,502 | $60,989+55.0% | $60,906+55.2% | $66,938+41.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 73.1%+26.9pp | 69.8%+30.2pp |
| Annual return | -14.35% | -9.60%-4.8pp | 16.94%-31.3pp | 1.58%-15.9pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,703-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $8,189 | $3,615+126.6% | $3,814+114.7% | $4,238+93.2% |
| Admin fee / account holder | $187 | $338-44.7% | $3,227-94.2% | $594-68.5% |