Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $43,468 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,340 | $89,465+192.1% | $164,866+58.5% | $77,671+236.5% |
| Participation rate | 82.0% | 78.6%+3.4pp | 78.6%+3.4pp | 70.6%+11.5pp |
| Annual return | 20.05% | 28.81%-8.8pp | 69.97%-49.9pp | 31.21%-11.2pp |
| Employer contribution / active EE | $7,140 | $2,568+178.1% | $4,343+64.4% | $2,726+161.9% |
| Participant deferral / active EE | $14,585 | $4,897+197.8% | $6,033+141.8% | $4,648+213.8% |
| Admin fee / account holder | $87 | $340-74.3% | $12,689-99.3% | $430-79.7% |