| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INSTIT OPER CO INC. Service code 37 · EIN 04-2647786 | Loan Processing | $37,595 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,253 | $77,559+60.2% | $68,612+81.1% | $75,289+65.0% |
| Participation rate | 93.3% | 78.3%+15.0pp | 72.2%+21.1pp | 72.4%+20.9pp |
| Annual return | -3.05% | -1.01%-2.0pp | -4.63%+1.6pp | -0.04%-3.0pp |
| Employer contribution / active EE | $5,312 | $1,993+166.6% | $2,625+102.4% | $2,405+120.9% |
| Participant deferral / active EE | $6,384 | $3,128+104.1% | $3,311+92.8% | $3,739+70.8% |
| Admin fee / account holder | $14 | $90-84.9% | $5,131-99.7% | $102-86.6% |