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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $920,692 |
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 | $243,549 | $166,271+46.5% | $98,090+148.3% | $166,271+46.5% |
| Participation rate | 97.5% | 79.1%+18.4pp | 81.5%+16.0pp | 79.1%+18.4pp |
| Annual return | 24.37% | 15.58%+8.8pp | 37.05%-12.7pp | 15.58%+8.8pp |
| Employer contribution / active EE | $12,384 | $4,136+199.4% | $3,606+243.4% | $4,136+199.4% |
| Participant deferral / active EE | $32,253 | $7,214+347.1% | $7,845+311.1% | $7,214+347.1% |
| Admin fee / account holder | $4 | $445-99.0% | $11,815-100.0% | $445-99.0% |