Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $31,125 |
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 | $86,026 | $69,774+23.3% | $67,561+27.3% | $74,429+15.6% |
| Participation rate | 89.4% | 71.4%+18.0pp | 72.9%+16.5pp | 67.2%+22.2pp |
| Annual return | 19.67% | -40.53%+60.2pp | 3525.44%-3505.8pp | 1368.38%-1348.7pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,735-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $6,165 | $3,636+69.5% | $4,003+54.0% | $4,348+41.8% |
| Admin fee / account holder | $112 | $890-87.4% | $4,006-97.2% | $1,944-94.2% |