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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,955 |
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 | $154,914 | $106,247+45.8% | $147,096+5.3% | $77,714+99.3% |
| Participation rate | 94.3% | 78.4%+15.9pp | 82.2%+12.1pp | 70.6%+23.7pp |
| Annual return | 17.85% | 56.87%-39.0pp | 419.75%-401.9pp | 31.26%-13.4pp |
| Employer contribution / active EE | $11,742 | $4,069+188.5% | $4,936+137.9% | $2,727+330.6% |
| Participant deferral / active EE | $20,548 | $7,996+157.0% | $8,071+154.6% | $4,649+342.0% |
| Admin fee / account holder | $1 | $338-99.6% | $13,005-100.0% | $433-99.7% |