| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INSTIT OPER CO INC. Service code 37 · EIN 04-2647786 | Loan Processing | $22,700 |
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 | $167,340 | $77,197+116.8% | $86,645+93.1% | $93,010+79.9% |
| Participation rate | 92.5% | 78.2%+14.3pp | 71.7%+20.9pp | 73.9%+18.6pp |
| Annual return | 12.20% | 16.31%-4.1pp | 63.52%-51.3pp | 158.70%-146.5pp |
| Employer contribution / active EE | $5,674 | $2,514+125.7% | $2,496+127.3% | $2,705+109.7% |
| Participant deferral / active EE | $7,213 | $3,831+88.3% | $3,700+94.9% | $4,561+58.1% |
| Admin fee / account holder | $8 | $105-92.4% | $5,830-99.9% | $152-94.7% |