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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST. INST. OPR. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $66,830 |
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 | $30,279 | $104,544-71.0% | $96,544-68.6% | $80,169-62.2% |
| Participation rate | 69.4% | 86.4%-16.9pp | 76.0%-6.6pp | 72.9%-3.5pp |
| Annual return | 16.43% | 21.79%-5.4pp | 25.88%-9.4pp | 40.39%-24.0pp |
| Employer contribution / active EE | $2,656 | $3,527-24.7% | $2,966-10.5% | $2,978-10.8% |
| Participant deferral / active EE | $2,129 | $6,170-65.5% | $4,851-56.1% | $5,016-57.6% |
| Admin fee / account holder | $64 | $107-40.4% | $8,254-99.2% | $145-56.1% |