| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPS CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $459,935 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,480 | $80,211+162.4% | $74,184+183.7% | $63,975+229.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 9.84% | 14.13%-4.3pp | 17.74%-7.9pp | 48.65%-38.8pp |
| Employer contribution / active EE | $19,369 | $2,553+658.6% | $2,370+717.2% | $2,182+787.8% |
| Participant deferral / active EE | $15,803 | $4,370+261.6% | $3,550+345.2% | $3,356+370.8% |
| Admin fee / account holder | $73 | $67+9.3% | $5,586-98.7% | $70+4.3% |