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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 | $88,982+74.6% | $102,438+51.7% | $77,671+100.1% |
| Participation rate | 95.4% | 80.9%+14.4pp | 76.5%+18.9pp | 70.6%+24.8pp |
| Annual return | 21.17% | 25.01%-3.8pp | 29.37%-8.2pp | 31.21%-10.0pp |
| Employer contribution / active EE | $5,025 | $2,698+86.2% | $3,024+66.2% | $2,726+84.3% |
| Participant deferral / active EE | $8,242 | $5,144+60.2% | $5,054+63.1% | $4,648+77.3% |
| Admin fee / account holder | $13 | $236-94.5% | $9,448-99.9% | $430-97.0% |