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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 | $79,045+22.7% | $100,378-3.4% | $74,429+30.3% |
| Participation rate | 87.2% | 79.4%+7.8pp | 81.5%+5.7pp | 67.2%+20.0pp |
| Annual return | 16.08% | 20.61%-4.5pp | 49.41%-33.3pp | 1368.38%-1352.3pp |
| Employer contribution / active EE | $2,085 | $3,015-30.8% | $3,942-47.1% | $2,625-20.6% |
| Participant deferral / active EE | $11,158 | $7,751+43.9% | $8,087+38.0% | $4,348+156.6% |
| Admin fee / account holder | $8 | $1,335-99.4% | $7,899-99.9% | $1,944-99.6% |