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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $73,428 |
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 | $140,104 | $106,230+31.9% | $147,080-4.7% | $77,736+80.2% |
| Participation rate | 95.1% | 78.4%+16.7pp | 82.2%+12.9pp | 70.6%+24.5pp |
| Annual return | 23.52% | 56.91%-33.4pp | 420.17%-396.6pp | 31.26%-7.7pp |
| Employer contribution / active EE | $6,702 | $4,072+64.6% | $4,933+35.9% | $2,728+145.7% |
| Participant deferral / active EE | $18,159 | $8,001+127.0% | $8,066+125.1% | $4,651+290.5% |
| Admin fee / account holder | $97 | $338-71.5% | $12,989-99.3% | $433-77.7% |