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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$17,426 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,691 | $101,591+138.9% | $147,096+65.0% | $74,429+226.1% |
| Participation rate | 86.5% | 75.5%+11.0pp | 82.2%+4.4pp | 67.2%+19.3pp |
| Annual return | 19.84% | 8746.45%-8726.6pp | 419.75%-399.9pp | 1368.38%-1348.5pp |
| Employer contribution / active EE | $3,508 | $3,813-8.0% | $4,936-28.9% | $2,625+33.7% |
| Participant deferral / active EE | $17,136 | $7,302+134.7% | $8,071+112.3% | $4,348+294.1% |
| Admin fee / account holder | $12 | $1,750-99.3% | $13,005-99.9% | $1,944-99.4% |