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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $31,350 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,761 | $112,623-10.5% | $106,201-5.1% | $199,768-49.6% |
| Participation rate | 92.5% | 86.2%+6.2pp | 75.3%+17.2pp | 72.0%+20.5pp |
| Annual return | 15.43% | 15.57%-0.1pp | 116.26%-100.8pp | 34.26%-18.8pp |
| Employer contribution / active EE | $2,765 | $4,575-39.6% | $3,170-12.8% | $3,037-8.9% |
| Participant deferral / active EE | $6,274 | $6,659-5.8% | $5,012+25.2% | $5,090+23.3% |
| Admin fee / account holder | $19 | $107-82.6% | $11,039-99.8% | $269-93.1% |