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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $26,975 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,279 | $65,582+14.8% | $64,101+17.4% | $71,511+5.3% |
| Participation rate | 89.3% | 73.2%+16.1pp | 72.3%+17.0pp | 67.9%+21.4pp |
| Annual return | 10.03% | 18.96%-8.9pp | 33.72%-23.7pp | 28.86%-18.8pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $2,749-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $5,854 | $3,628+61.4% | $3,881+50.8% | $4,291+36.4% |
| Admin fee / account holder | $105 | $616-82.9% | $3,070-96.6% | $1,588-93.4% |