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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 | $101,653+666.1% | $147,080+429.5% | $74,459+945.9% |
| Participation rate | 80.9% | 75.6%+5.3pp | 82.2%-1.3pp | 67.2%+13.6pp |
| Annual return | 20.45% | 8754.98%-8734.5pp | 420.17%-399.7pp | 1369.70%-1349.3pp |
| Employer contribution / active EE | $3,369 | $3,813-11.6% | $4,933-31.7% | $2,626+28.3% |
| Participant deferral / active EE | $9,185 | $7,304+25.8% | $8,066+13.9% | $4,350+111.2% |
| Admin fee / account holder | -$576 | $1,752-132.9% | $12,989-104.4% | $1,945-129.6% |