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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $101,231 |
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 | $175,317 | $112,582+55.7% | $105,624+66.0% | $200,096-12.4% |
| Participation rate | 98.6% | 86.3%+12.3pp | 75.3%+23.3pp | 72.0%+26.6pp |
| Annual return | 20.63% | 15.58%+5.1pp | 116.20%-95.6pp | 34.26%-13.6pp |
| Employer contribution / active EE | $11,175 | $4,580+144.0% | $3,168+252.8% | $3,038+267.9% |
| Participant deferral / active EE | $20,603 | $6,655+209.6% | $5,013+311.0% | $5,090+304.8% |
| Admin fee / account holder | $47 | $107-55.6% | $10,961-99.6% | $269-82.4% |