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| 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% | $100,398+96.3% | $106,408+85.2% |
| Participation rate | 97.4% | 87.6%+9.9pp | 81.5%+15.9pp | 69.9%+27.5pp |
| Annual return | 20.71% | 18.33%+2.4pp | 49.32%-28.6pp | 17.37%+3.3pp |
| Employer contribution / active EE | $11,440 | $4,908+133.1% | $3,946+189.9% | $3,361+240.3% |
| Participant deferral / active EE | $29,079 | $11,427+154.5% | $8,084+259.7% | $5,567+422.4% |
| Admin fee / account holder | $2 | $94-97.4% | $7,893-100.0% | $79-96.9% |