| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INSTL OPER CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $36,250 |
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 | $208,288 | $225,489-7.6% | $81,726+154.9% | $93,223+123.4% |
| Participation rate | 97.8% | 80.7%+17.1pp | 72.0%+25.8pp | 74.9%+22.9pp |
| Annual return | 13.95% | 14.44%-0.5pp | 29.49%-15.5pp | 19.29%-5.3pp |
| Employer contribution / active EE | $10,179 | $3,151+223.0% | $4,311+136.1% | $2,680+279.9% |
| Participant deferral / active EE | $9,600 | $4,408+117.8% | $7,108+35.1% | $4,563+110.4% |
| Admin fee / account holder | $4 | $185-98.1% | $5,160-99.9% | $79-95.5% |