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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,450 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,994 | $79,169+22.5% | $100,415-3.4% | $74,478+30.2% |
| Participation rate | 87.2% | 79.4%+7.8pp | 81.5%+5.7pp | 67.2%+20.0pp |
| Annual return | 16.08% | 20.51%-4.4pp | 49.47%-33.4pp | 1370.56%-1354.5pp |
| Employer contribution / active EE | $2,085 | $3,017-30.9% | $3,943-47.1% | $2,626-20.6% |
| Participant deferral / active EE | $11,158 | $7,751+44.0% | $8,091+37.9% | $4,350+156.5% |
| Admin fee / account holder | $8 | $1,337-99.4% | $7,906-99.9% | $1,946-99.6% |