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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,606 |
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 | $153,765 | $78,562+95.7% | $105,608+45.6% | $74,429+106.6% |
| Participation rate | 97.5% | 72.8%+24.7pp | 75.3%+22.2pp | 67.2%+30.3pp |
| Annual return | 16.79% | 15.94%+0.9pp | 116.50%-99.7pp | 1368.38%-1351.6pp |
| Employer contribution / active EE | $4,584 | $2,521+81.8% | $3,167+44.7% | $2,625+74.6% |
| Participant deferral / active EE | $9,367 | $4,321+116.8% | $5,010+87.0% | $4,348+115.4% |
| Admin fee / account holder | $6 | $2,217-99.7% | $11,028-99.9% | $1,944-99.7% |