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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 | $106,247+31.9% | $147,096-4.8% | $77,714+80.3% |
| Participation rate | 95.1% | 78.4%+16.7pp | 82.2%+12.9pp | 70.6%+24.5pp |
| Annual return | 23.52% | 56.87%-33.3pp | 419.75%-396.2pp | 31.26%-7.7pp |
| Employer contribution / active EE | $6,702 | $4,069+64.7% | $4,936+35.8% | $2,727+145.8% |
| Participant deferral / active EE | $18,159 | $7,996+127.1% | $8,071+125.0% | $4,649+290.6% |
| Admin fee / account holder | $97 | $338-71.5% | $13,005-99.3% | $433-77.7% |