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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $222,129 |
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 | $129,402 | $110,282+17.3% | $102,423+26.3% | $199,921-35.3% |
| Participation rate | 94.5% | 86.3%+8.2pp | 76.5%+18.0pp | 72.0%+22.5pp |
| Annual return | 21.04% | 35.75%-14.7pp | 29.42%-8.4pp | 34.28%-13.2pp |
| Employer contribution / active EE | $3,868 | $3,603+7.3% | $3,023+28.0% | $3,035+27.4% |
| Participant deferral / active EE | $21,064 | $6,376+230.3% | $5,054+316.8% | $5,089+313.9% |
| Admin fee / account holder | $49 | $122-59.6% | $9,455-99.5% | $269-81.6% |