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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST. INST. OPR. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $70,415 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,139 | $130,052-78.4% | $86,698-67.5% | $77,906-63.9% |
| Participation rate | 59.4% | 85.9%-26.5pp | 76.6%-17.2pp | 73.7%-14.3pp |
| Annual return | -15.35% | -12.73%-2.6pp | 35.96%-51.3pp | 12.16%-27.5pp |
| Employer contribution / active EE | $2,230 | $3,214-30.6% | $2,837-21.4% | $2,846-21.7% |
| Participant deferral / active EE | $1,872 | $5,741-67.4% | $4,656-59.8% | $4,805-61.0% |
| Admin fee / account holder | $75 | $132-43.0% | $7,492-99.0% | $133-43.3% |