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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $50,719 |
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 | $45,566 | $106,230-57.1% | $147,080-69.0% | $77,736-41.4% |
| Participation rate | 86.8% | 78.4%+8.4pp | 82.2%+4.6pp | 70.6%+16.2pp |
| Annual return | 18.03% | 56.91%-38.9pp | 420.17%-402.1pp | 31.26%-13.2pp |
| Employer contribution / active EE | $2,109 | $4,072-48.2% | $4,933-57.3% | $2,728-22.7% |
| Participant deferral / active EE | $7,242 | $8,001-9.5% | $8,066-10.2% | $4,651+55.7% |
| Admin fee / account holder | $205 | $338-39.5% | $12,989-98.4% | $433-52.8% |