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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $788 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,264 | $79,181-2.4% | $102,423-24.6% | $74,429+3.8% |
| Participation rate | 91.4% | 74.8%+16.7pp | 76.5%+14.9pp | 67.2%+24.2pp |
| Annual return | 15.01% | 54.97%-40.0pp | 29.42%-14.4pp | 1368.38%-1353.4pp |
| Employer contribution / active EE | $2,326 | $2,362-1.5% | $3,023-23.0% | $2,625-11.4% |
| Participant deferral / active EE | $5,314 | $4,416+20.3% | $5,054+5.1% | $4,348+22.2% |
| Admin fee / account holder | $3 | $2,002-99.9% | $9,455-100.0% | $1,944-99.9% |