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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INSTIT OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $299 |
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 | $131,293 | $67,166+95.5% | $57,357+128.9% | $55,191+137.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 69.2%+30.8pp |
| Annual return | 2.25% | 4.22%-2.0pp | 24.41%-22.2pp | 10.78%-8.5pp |
| Employer contribution / active EE | $2,237 | $2,812-20.5% | $2,689-16.8% | $1,899+17.8% |
| Participant deferral / active EE | $5,770 | $2,835+103.5% | $3,162+82.5% | $3,046+89.4% |
| Admin fee / account holder | $0 | $44-99.4% | $3,357-100.0% | $91-99.7% |