| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $456,978 |
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 | $197,108 | $167,668+17.6% | $100,415+96.3% | $106,553+85.0% |
| Participation rate | 97.4% | 87.6%+9.9pp | 81.5%+15.9pp | 69.8%+27.6pp |
| Annual return | 20.71% | 18.33%+2.4pp | 49.47%-28.8pp | 17.37%+3.3pp |
| Employer contribution / active EE | $11,440 | $4,908+133.1% | $3,943+190.1% | $3,359+240.6% |
| Participant deferral / active EE | $29,079 | $11,427+154.5% | $8,091+259.4% | $5,562+422.8% |
| Admin fee / account holder | $2 | $94-97.4% | $7,906-100.0% | $80-96.9% |