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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPERS CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $42,019 |
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 | $103,489 | $89,274+15.9% | $149,721-30.9% | $77,958+32.7% |
| Participation rate | 93.0% | 87.6%+5.4pp | 87.1%+6.0pp | 71.6%+21.4pp |
| Annual return | 17.14% | 20.36%-3.2pp | 1501.67%-1484.5pp | 20.87%-3.7pp |
| Employer contribution / active EE | $3,354 | $3,727-10.0% | $5,444-38.4% | $2,310+45.2% |
| Participant deferral / active EE | $5,550 | $5,382+3.1% | $6,568-15.5% | $3,537+56.9% |
| Admin fee / account holder | $9 | $240-96.2% | $11,282-99.9% | $97-90.7% |