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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,572 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,019 | $79,181+7.4% | $102,423-17.0% | $74,429+14.2% |
| Participation rate | 81.7% | 74.8%+6.9pp | 76.5%+5.2pp | 67.2%+14.5pp |
| Annual return | 21.05% | 54.97%-33.9pp | 29.42%-8.4pp | 1368.38%-1347.3pp |
| Employer contribution / active EE | $2,256 | $2,362-4.5% | $3,023-25.4% | $2,625-14.1% |
| Participant deferral / active EE | $7,860 | $4,416+78.0% | $5,054+55.5% | $4,348+80.8% |
| Admin fee / account holder | $34 | $2,002-98.3% | $9,455-99.6% | $1,944-98.2% |