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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 | $101,499+139.1% | $147,005+65.1% | $74,546+225.6% |
| Participation rate | 86.5% | 75.5%+11.0pp | 82.2%+4.4pp | 67.2%+19.3pp |
| Annual return | 19.84% | 8732.34%-8712.5pp | 418.76%-398.9pp | 1366.03%-1346.2pp |
| Employer contribution / active EE | $3,508 | $3,811-7.9% | $4,934-28.9% | $2,624+33.7% |
| Participant deferral / active EE | $17,136 | $7,304+134.6% | $8,070+112.3% | $4,347+294.2% |
| Admin fee / account holder | $12 | $1,748-99.3% | $13,006-99.9% | $1,944-99.4% |