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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INSTL OPER CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $33,925 |
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 | $223,705 | $111,651+100.4% | $86,868+157.5% | $101,517+120.4% |
| Participation rate | 97.8% | 83.2%+14.6pp | 71.6%+26.2pp | 74.6%+23.3pp |
| Annual return | 14.66% | 19.55%-4.9pp | 63.53%-48.9pp | 21.00%-6.3pp |
| Employer contribution / active EE | $9,517 | $3,410+179.1% | $2,496+281.4% | $2,973+220.1% |
| Participant deferral / active EE | $9,518 | $4,831+97.0% | $3,699+157.3% | $4,873+95.3% |
| Admin fee / account holder | $3 | $79-95.6% | $5,829-99.9% | $139-97.5% |