Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,396 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,177 | $45,109-17.6% | $85,240-56.4% | $77,762-52.2% |
| Participation rate | 58.0% | 48.7%+9.4pp | 67.5%-9.5pp | 70.6%-12.5pp |
| Annual return | 19.97% | 79.55%-59.6pp | 66.75%-46.8pp | 31.27%-11.3pp |
| Employer contribution / active EE | $317 | $1,602-80.2% | $2,735-88.4% | $2,728-88.4% |
| Participant deferral / active EE | $2,090 | $2,814-25.7% | $4,527-53.8% | $4,651-55.1% |
| Admin fee / account holder | $30 | $915-96.7% | $6,165-99.5% | $433-93.0% |