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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,481 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,049 | $50,902-41.0% | $155,534-80.7% | $77,736-61.3% |
| Participation rate | 73.5% | 63.1%+10.4pp | 78.2%-4.7pp | 70.6%+2.9pp |
| Annual return | 10.66% | 34.85%-24.2pp | 64.92%-54.3pp | 31.26%-20.6pp |
| Employer contribution / active EE | $580 | $1,991-70.9% | $4,675-87.6% | $2,728-78.7% |
| Participant deferral / active EE | $3,929 | $2,824+39.1% | $5,630-30.2% | $4,651-15.5% |
| Admin fee / account holder | $33 | $437-92.6% | $15,900-99.8% | $433-92.5% |