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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $684 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,788 | $79,209+99.2% | $102,434+54.0% | $74,459+111.9% |
| Participation rate | 95.7% | 74.8%+20.9pp | 76.5%+19.2pp | 67.2%+28.5pp |
| Annual return | 19.28% | 54.98%-35.7pp | 29.46%-10.2pp | 1369.70%-1350.4pp |
| Employer contribution / active EE | $4,468 | $2,362+89.1% | $3,023+47.8% | $2,626+70.2% |
| Participant deferral / active EE | $8,311 | $4,417+88.1% | $5,055+64.4% | $4,350+91.1% |
| Admin fee / account holder | $8 | $2,002-99.6% | $9,462-99.9% | $1,945-99.6% |