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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 | $112,582-10.5% | $105,607-4.6% | $199,960-49.6% |
| Participation rate | 92.5% | 86.3%+6.2pp | 75.3%+17.2pp | 72.0%+20.5pp |
| Annual return | 15.43% | 15.58%-0.2pp | 116.11%-100.7pp | 34.28%-18.9pp |
| Employer contribution / active EE | $2,765 | $4,580-39.6% | $3,167-12.7% | $3,036-8.9% |
| Participant deferral / active EE | $6,274 | $6,655-5.7% | $5,011+25.2% | $5,087+23.3% |
| Admin fee / account holder | $19 | $107-82.6% | $10,958-99.8% | $269-93.1% |