| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INSTIT OPER CO INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$24,867 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,183 | $73,034+112.5% | $76,891+101.8% | $80,187+93.5% |
| Participation rate | 94.0% | 78.1%+15.9pp | 69.6%+24.4pp | 72.9%+21.1pp |
| Annual return | 15.76% | 18.56%-2.8pp | 37.91%-22.1pp | 40.40%-24.6pp |
| Employer contribution / active EE | $5,952 | $2,779+114.2% | $2,534+134.9% | $2,980+99.8% |
| Participant deferral / active EE | $7,267 | $4,140+75.5% | $3,833+89.6% | $5,016+44.9% |
| Admin fee / account holder | $0 | $104-100.0% | $5,488-100.0% | $145-100.0% |