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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST. INST. OPR. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $13,045 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,929 | $63,905+109.6% | $74,184+80.5% | $57,658+132.3% |
| Participation rate | 74.6% | 79.8%-5.2pp | 76.6%-2.0pp | 70.2%+4.4pp |
| Annual return | 113.11% | 60.60%+52.5pp | 17.74%+95.4pp | 5.13%+108.0pp |
| Employer contribution / active EE | $3,370 | $1,840+83.1% | $2,370+42.2% | $1,974+70.7% |
| Participant deferral / active EE | $2,999 | $3,448-13.0% | $3,550-15.5% | $3,061-2.0% |
| Admin fee / account holder | $34 | $91-62.5% | $5,586-99.4% | $95-63.9% |