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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$39,274 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,741 | $92,076+84.3% | $105,607+60.7% | $77,736+118.4% |
| Participation rate | 92.3% | 81.0%+11.2pp | 75.3%+17.0pp | 70.6%+21.7pp |
| Annual return | 18.15% | 17.84%+0.3pp | 116.11%-98.0pp | 31.26%-13.1pp |
| Employer contribution / active EE | $3,553 | $3,370+5.4% | $3,167+12.2% | $2,728+30.2% |
| Participant deferral / active EE | $12,706 | $5,390+135.8% | $5,011+153.6% | $4,651+173.2% |
| Admin fee / account holder | -$27 | $219-112.3% | $10,958-100.2% | $433-106.2% |