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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$6,946 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $583,651 | $102,385+470.1% | $147,080+296.8% | $80,935+621.1% |
| Participation rate | 93.7% | 75.9%+17.8pp | 82.2%+11.5pp | 67.7%+26.0pp |
| Annual return | 15.55% | 135.09%-119.5pp | 420.17%-404.6pp | 35.66%-20.1pp |
| Employer contribution / active EE | $46,177 | $3,717+1142.4% | $4,933+836.0% | $2,757+1575.1% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | -$23 | $7,951-100.3% | $12,989-100.2% | $6,924-100.3% |