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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,800 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,394 | $89,123+74.4% | $102,460+51.7% | $77,762+99.8% |
| Participation rate | 95.4% | 80.9%+14.4pp | 76.5%+18.9pp | 70.6%+24.8pp |
| Annual return | 21.17% | 25.05%-3.9pp | 29.47%-8.3pp | 31.27%-10.1pp |
| Employer contribution / active EE | $5,025 | $2,700+86.1% | $3,025+66.1% | $2,728+84.2% |
| Participant deferral / active EE | $8,242 | $5,148+60.1% | $5,056+63.0% | $4,651+77.2% |
| Admin fee / account holder | $13 | $236-94.5% | $9,460-99.9% | $433-97.0% |