| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INSTL OPER CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $50,371 |
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 | $173,787 | $87,358+98.9% | $68,612+153.3% | $68,904+152.2% |
| Participation rate | 97.5% | 80.2%+17.4pp | 72.2%+25.3pp | 74.1%+23.4pp |
| Annual return | -5.28% | -3.98%-1.3pp | -4.63%-0.6pp | 1.07%-6.3pp |
| Employer contribution / active EE | $9,214 | $3,082+198.9% | $2,625+251.0% | $2,540+262.7% |
| Participant deferral / active EE | $9,548 | $4,259+124.2% | $3,311+188.4% | $4,015+137.8% |
| Admin fee / account holder | $6 | $68-91.0% | $5,131-99.9% | $71-91.5% |