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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 | $110,258+17.4% | $102,460+26.3% | $200,096-35.3% |
| Participation rate | 94.5% | 86.3%+8.2pp | 76.5%+18.0pp | 72.0%+22.5pp |
| Annual return | 21.04% | 35.78%-14.7pp | 29.47%-8.4pp | 34.26%-13.2pp |
| Employer contribution / active EE | $3,868 | $3,605+7.3% | $3,025+27.9% | $3,038+27.3% |
| Participant deferral / active EE | $21,064 | $6,377+230.3% | $5,056+316.6% | $5,090+313.8% |
| Admin fee / account holder | $49 | $122-59.6% | $9,460-99.5% | $269-81.6% |