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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPERS CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $34,935 |
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 | $91,935 | $80,354+14.4% | $133,975-31.4% | $63,975+43.7% |
| Participation rate | 90.0% | 87.5%+2.5pp | 87.1%+2.9pp | 71.1%+18.9pp |
| Annual return | 12.79% | 13.11%-0.3pp | 29.29%-16.5pp | 48.65%-35.9pp |
| Employer contribution / active EE | $3,278 | $3,503-6.4% | $5,211-37.1% | $2,182+50.3% |
| Participant deferral / active EE | $5,298 | $5,239+1.1% | $6,282-15.7% | $3,356+57.8% |
| Admin fee / account holder | $8 | $69-88.7% | $9,324-99.9% | $70-88.9% |