| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INSTIT OPER CO INC. Service code 37 · EIN 04-2647786 | Loan Processing | $44,491 |
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 | $145,893 | $65,708+122.0% | $76,667+90.3% | $77,775+87.6% |
| Participation rate | 93.2% | 79.0%+14.2pp | 72.1%+21.1pp | 73.2%+19.9pp |
| Annual return | 18.25% | 49.86%-31.6pp | 1166.74%-1148.5pp | 32.58%-14.3pp |
| Employer contribution / active EE | $4,950 | $2,167+128.4% | $2,303+115.0% | $2,504+97.7% |
| Participant deferral / active EE | $6,676 | $3,254+105.2% | $3,336+100.1% | $3,966+68.3% |
| Admin fee / account holder | $14 | $91-84.2% | $6,423-99.8% | $100-85.6% |