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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPERS CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $38,043 |
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 | $85,952 | $75,760+13.5% | $123,105-30.2% | $59,188+45.2% |
| Participation rate | 91.4% | 86.0%+5.3pp | 86.8%+4.6pp | 69.4%+22.0pp |
| Annual return | 3.28% | 2.93%+0.3pp | 13.22%-9.9pp | 5.51%-2.2pp |
| Employer contribution / active EE | $3,343 | $3,415-2.1% | $5,151-35.1% | $2,098+59.3% |
| Participant deferral / active EE | $5,243 | $5,000+4.9% | $6,229-15.8% | $3,265+60.6% |
| Admin fee / account holder | $9 | $61-84.6% | $9,014-99.9% | $92-89.9% |