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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $7,481 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,134 | $106,264-11.4% | $147,117-36.0% | $77,762+21.1% |
| Participation rate | 96.4% | 78.4%+18.0pp | 82.2%+14.3pp | 70.6%+25.9pp |
| Annual return | 18.54% | 56.94%-38.4pp | 420.54%-402.0pp | 31.27%-12.7pp |
| Employer contribution / active EE | $5,034 | $4,074+23.6% | $4,932+2.1% | $2,728+84.5% |
| Participant deferral / active EE | $10,255 | $8,003+28.1% | $8,065+27.2% | $4,651+120.5% |
| Admin fee / account holder | $10 | $334-96.9% | $12,993-99.9% | $433-97.6% |