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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 | $106,164-57.1% | $147,041-69.0% | $77,692-41.4% |
| Participation rate | 86.8% | 78.4%+8.4pp | 82.2%+4.6pp | 70.6%+16.2pp |
| Annual return | 18.03% | 56.81%-38.8pp | 419.21%-401.2pp | 31.25%-13.2pp |
| Employer contribution / active EE | $2,109 | $4,066-48.1% | $4,935-57.3% | $2,726-22.6% |
| Participant deferral / active EE | $7,242 | $7,993-9.4% | $8,071-10.3% | $4,648+55.8% |
| Admin fee / account holder | $205 | $338-39.4% | $13,006-98.4% | $431-52.4% |