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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $407,774 |
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 | $117,959 | $119,626-1.4% | $147,096-19.8% | $99,269+18.8% |
| Participation rate | 93.9% | 73.4%+20.5pp | 82.2%+11.8pp | 71.7%+22.2pp |
| Annual return | 18.50% | 28.81%-10.3pp | 419.75%-401.2pp | 17.66%+0.8pp |
| Employer contribution / active EE | $8,371 | $4,152+101.6% | $4,936+69.6% | $3,265+156.4% |
| Participant deferral / active EE | $17,374 | $7,997+117.3% | $8,071+115.3% | $5,344+225.1% |
| Admin fee / account holder | $42 | $150-72.2% | $13,005-99.7% | $109-61.8% |