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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 | $89,435-40.5% | $164,975-67.8% | $77,714-31.6% |
| Participation rate | 87.0% | 78.6%+8.3pp | 78.6%+8.3pp | 70.6%+16.4pp |
| Annual return | 15.20% | 28.82%-13.6pp | 70.12%-54.9pp | 31.26%-16.1pp |
| Employer contribution / active EE | $1,076 | $2,563-58.0% | $4,343-75.2% | $2,727-60.6% |
| Participant deferral / active EE | $4,225 | $4,901-13.8% | $6,033-30.0% | $4,649-9.1% |
| Admin fee / account holder | $8 | $340-97.6% | $12,688-99.9% | $433-98.1% |