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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 | $79,223+7.3% | $102,460-17.0% | $74,478+14.2% |
| Participation rate | 81.7% | 74.8%+6.9pp | 76.5%+5.2pp | 67.2%+14.5pp |
| Annual return | 21.05% | 54.98%-33.9pp | 29.47%-8.4pp | 1370.56%-1349.5pp |
| Employer contribution / active EE | $2,256 | $2,363-4.5% | $3,025-25.4% | $2,626-14.1% |
| Participant deferral / active EE | $7,860 | $4,417+77.9% | $5,056+55.4% | $4,350+80.7% |
| Admin fee / account holder | $34 | $2,003-98.3% | $9,460-99.6% | $1,946-98.2% |