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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $177,124 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $336,878 | $122,585+174.8% | $184,256+82.8% | $200,096+68.4% |
| Participation rate | 97.3% | 86.9%+10.4pp | 86.8%+10.5pp | 72.0%+25.3pp |
| Annual return | 20.33% | 144.12%-123.8pp | 28.85%-8.5pp | 34.26%-13.9pp |
| Employer contribution / active EE | $7,990 | $4,571+74.8% | $6,427+24.3% | $3,038+163.0% |
| Participant deferral / active EE | $22,419 | $7,972+181.2% | $9,133+145.5% | $5,090+340.5% |
| Admin fee / account holder | $64 | $120-46.9% | $13,899-99.5% | $269-76.3% |