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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPERS CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $40,870 |
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 | $95,729 | $82,546+16.0% | $140,019-31.6% | $75,289+27.1% |
| Participation rate | 94.0% | 88.4%+5.7pp | 87.5%+6.5pp | 72.4%+21.6pp |
| Annual return | -4.16% | -0.36%-3.8pp | 651.19%-655.3pp | -0.04%-4.1pp |
| Employer contribution / active EE | $3,601 | $3,856-6.6% | $5,605-35.8% | $2,405+49.7% |
| Participant deferral / active EE | $6,176 | $5,731+7.8% | $6,927-10.8% | $3,739+65.2% |
| Admin fee / account holder | $9 | $86-89.8% | $10,705-99.9% | $102-91.4% |