Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $29,653 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,106 | $68,852+80.2% | $120,524+3.0% | $80,925+53.4% |
| Participation rate | 67.2% | 61.6%+5.6pp | 71.9%-4.7pp | 67.7%-0.4pp |
| Annual return | 16.65% | 23.67%-7.0pp | 107.36%-90.7pp | 35.65%-19.0pp |
| Employer contribution / active EE | $3,428 | $2,063+66.2% | $3,469-1.2% | $2,756+24.4% |
| Participant deferral / active EE | $7,047 | $3,187+121.1% | $4,994+41.1% | $4,299+63.9% |
| Admin fee / account holder | $258 | $5,781-95.5% | $9,440-97.3% | $6,940-96.3% |