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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $28,340 |
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 | $168,732 | $115,744+45.8% | $100,415+68.0% | $200,096-15.7% |
| Participation rate | 86.5% | 85.7%+0.8pp | 81.5%+4.9pp | 72.0%+14.4pp |
| Annual return | 19.98% | 17.79%+2.2pp | 49.47%-29.5pp | 34.26%-14.3pp |
| Employer contribution / active EE | $2,163 | $3,657-40.9% | $3,943-45.1% | $3,038-28.8% |
| Participant deferral / active EE | $15,627 | $9,844+58.8% | $8,091+93.1% | $5,090+207.0% |
| Admin fee / account holder | $16 | $93-82.2% | $7,906-99.8% | $269-93.9% |