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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 | $106,247-11.4% | $147,096-36.0% | $77,714+21.1% |
| Participation rate | 96.4% | 78.4%+18.1pp | 82.2%+14.3pp | 70.6%+25.9pp |
| Annual return | 18.54% | 56.87%-38.3pp | 419.75%-401.2pp | 31.26%-12.7pp |
| Employer contribution / active EE | $5,034 | $4,069+23.7% | $4,936+2.0% | $2,727+84.6% |
| Participant deferral / active EE | $10,255 | $7,996+28.3% | $8,071+27.1% | $4,649+120.6% |
| Admin fee / account holder | $10 | $338-96.9% | $13,005-99.9% | $433-97.6% |