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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $87,851 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,811 | $53,204-6.4% | $155,556-68.0% | $200,096-75.1% |
| Participation rate | 94.6% | 64.1%+30.5pp | 78.2%+16.3pp | 72.0%+22.6pp |
| Annual return | 15.96% | 41.02%-25.1pp | 64.84%-48.9pp | 34.26%-18.3pp |
| Employer contribution / active EE | $1,600 | $1,850-13.5% | $4,675-65.8% | $3,038-47.3% |
| Participant deferral / active EE | $5,821 | $3,163+84.0% | $5,631+3.4% | $5,090+14.4% |
| Admin fee / account holder | $39 | $186-79.0% | $15,885-99.8% | $269-85.5% |