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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $38,980 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,664 | $115,744+38.8% | $100,415+60.0% | $200,096-19.7% |
| Participation rate | 96.4% | 85.7%+10.7pp | 81.5%+14.9pp | 72.0%+24.4pp |
| Annual return | 23.80% | 17.79%+6.0pp | 49.47%-25.7pp | 34.26%-10.5pp |
| Employer contribution / active EE | $6,628 | $3,657+81.2% | $3,943+68.1% | $3,038+118.2% |
| Participant deferral / active EE | $26,143 | $9,844+165.6% | $8,091+223.1% | $5,090+413.6% |
| Admin fee / account holder | $5 | $93-95.0% | $7,906-99.9% | $269-98.3% |