| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INSTIT OPER CO INC. Service code 37 · EIN 04-2647786 | Loan Processing | $27,798 |
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 | $154,850 | $72,066+114.9% | $81,726+89.5% | $90,274+71.5% |
| Participation rate | 96.8% | 78.9%+17.9pp | 72.0%+24.8pp | 73.4%+23.4pp |
| Annual return | 12.76% | 15.92%-3.2pp | 29.49%-16.7pp | 53.97%-41.2pp |
| Employer contribution / active EE | $6,215 | $2,335+166.2% | $4,311+44.2% | $2,523+146.3% |
| Participant deferral / active EE | $7,729 | $3,557+117.3% | $7,108+8.7% | $4,231+82.7% |
| Admin fee / account holder | $9 | $92-89.8% | $5,160-99.8% | $114-91.7% |