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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 | $101,653+138.7% | $147,080+65.0% | $74,459+225.9% |
| Participation rate | 86.5% | 75.6%+11.0pp | 82.2%+4.4pp | 67.2%+19.3pp |
| Annual return | 19.84% | 8754.98%-8735.1pp | 420.17%-400.3pp | 1369.70%-1349.9pp |
| Employer contribution / active EE | $3,508 | $3,813-8.0% | $4,933-28.9% | $2,626+33.6% |
| Participant deferral / active EE | $17,136 | $7,304+134.6% | $8,066+112.4% | $4,350+294.0% |
| Admin fee / account holder | $12 | $1,752-99.3% | $12,989-99.9% | $1,945-99.4% |