| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INSTL OPER CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $57,090 |
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 | $172,077 | $67,505+154.9% | $63,244+172.1% | $67,505+154.9% |
| Participation rate | 99.0% | 71.2%+27.8pp | 71.0%+27.9pp | 71.2%+27.8pp |
| Annual return | 1.47% | 6.52%-5.1pp | -70.31%+71.8pp | 6.52%-5.1pp |
| Employer contribution / active EE | $13,773 | $2,173+533.9% | $2,322+493.2% | $2,173+533.9% |
| Participant deferral / active EE | $8,343 | $3,597+132.0% | $2,953+182.5% | $3,597+132.0% |
| Admin fee / account holder | $7 | $56-88.3% | $5,893-99.9% | $56-88.3% |