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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,219 |
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 | $53,171 | $89,465-40.6% | $165,100-67.8% | $77,762-31.6% |
| Participation rate | 87.0% | 78.6%+8.3pp | 78.6%+8.3pp | 70.6%+16.4pp |
| Annual return | 15.20% | 28.86%-13.7pp | 70.21%-55.0pp | 31.27%-16.1pp |
| Employer contribution / active EE | $1,076 | $2,565-58.1% | $4,348-75.3% | $2,728-60.6% |
| Participant deferral / active EE | $4,225 | $4,904-13.8% | $6,035-30.0% | $4,651-9.1% |
| Admin fee / account holder | $8 | $340-97.6% | $12,696-99.9% | $433-98.1% |