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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,392 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,157 | $55,482+10.2% | $76,051-19.6% | $77,692-21.3% |
| Participation rate | 45.4% | 63.7%-18.3pp | 69.1%-23.7pp | 70.6%-25.2pp |
| Annual return | 19.41% | 17.09%+2.3pp | 360.42%-341.0pp | 31.25%-11.8pp |
| Employer contribution / active EE | $772 | $1,792-56.9% | $2,690-71.3% | $2,726-71.7% |
| Participant deferral / active EE | $2,550 | $3,455-26.2% | $4,257-40.1% | $4,648-45.1% |
| Admin fee / account holder | $28 | $407-93.1% | $6,416-99.6% | $431-93.4% |