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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPERS CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $41,660 |
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 | $112,179 | $95,776+17.1% | $162,185-30.8% | $77,775+44.2% |
| Participation rate | 95.0% | 88.6%+6.4pp | 87.6%+7.5pp | 73.2%+21.8pp |
| Annual return | 22.79% | 37.03%-14.2pp | 115.61%-92.8pp | 32.58%-9.8pp |
| Employer contribution / active EE | $3,888 | $3,874+0.4% | $5,613-30.7% | $2,504+55.3% |
| Participant deferral / active EE | $6,767 | $6,125+10.5% | $7,297-7.3% | $3,966+70.6% |
| Admin fee / account holder | $8 | $88-90.3% | $10,844-99.9% | $100-91.5% |