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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $66,082 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,620 | $49,468+28.6% | $150,298-57.7% | $103,975-38.8% |
| Participation rate | 96.4% | 58.1%+38.2pp | 77.8%+18.6pp | 72.5%+23.8pp |
| Annual return | 17.97% | 38.98%-21.0pp | 62.79%-44.8pp | 19.41%-1.4pp |
| Employer contribution / active EE | $1,864 | $1,670+11.6% | $4,154-55.1% | $3,722-49.9% |
| Participant deferral / active EE | $6,840 | $2,650+158.1% | $5,453+25.4% | $5,343+28.0% |
| Admin fee / account holder | $32 | $385-91.8% | $14,116-99.8% | $332-90.5% |