| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INSTL OPER CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $50,084 |
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 | $193,331 | $92,153+109.8% | $76,667+152.2% | $82,204+135.2% |
| Participation rate | 98.0% | 79.4%+18.6pp | 72.1%+25.9pp | 73.4%+24.6pp |
| Annual return | 20.70% | 21.12%-0.4pp | 1166.74%-1146.0pp | 26.31%-5.6pp |
| Employer contribution / active EE | $8,686 | $3,043+185.5% | $2,303+277.2% | $2,707+220.9% |
| Participant deferral / active EE | $8,857 | $4,304+105.8% | $3,336+165.5% | $4,246+108.6% |
| Admin fee / account holder | $5 | $70-92.6% | $6,423-99.9% | $76-93.2% |