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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST. INST. OPR. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $88,690 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,982 | $131,639-74.2% | $112,040-69.7% | $103,975-67.3% |
| Participation rate | 75.5% | 88.3%-12.8pp | 76.5%-1.0pp | 72.5%+3.0pp |
| Annual return | 15.02% | 14.57%+0.4pp | 24.52%-9.5pp | 19.41%-4.4pp |
| Employer contribution / active EE | $3,119 | $3,865-19.3% | $2,954+5.6% | $3,722-16.2% |
| Participant deferral / active EE | $2,567 | $6,986-63.3% | $5,098-49.6% | $5,343-52.0% |
| Admin fee / account holder | $78 | $134-41.6% | $12,098-99.4% | $332-76.4% |