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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$73,691 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $778,761 | $101,499+667.3% | $147,005+429.8% | $74,546+944.7% |
| Participation rate | 80.9% | 75.5%+5.3pp | 82.2%-1.3pp | 67.2%+13.7pp |
| Annual return | 20.45% | 8732.34%-8711.9pp | 418.76%-398.3pp | 1366.03%-1345.6pp |
| Employer contribution / active EE | $3,369 | $3,811-11.6% | $4,934-31.7% | $2,624+28.4% |
| Participant deferral / active EE | $9,185 | $7,304+25.8% | $8,070+13.8% | $4,347+111.3% |
| Admin fee / account holder | -$576 | $1,748-133.0% | $13,006-104.4% | $1,944-129.7% |