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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 | $106,110+46.0% | $147,005+5.4% | $77,671+99.4% |
| Participation rate | 94.3% | 78.4%+15.9pp | 82.2%+12.2pp | 70.6%+23.7pp |
| Annual return | 17.85% | 56.77%-38.9pp | 418.76%-400.9pp | 31.21%-13.4pp |
| Employer contribution / active EE | $11,742 | $4,065+188.9% | $4,934+138.0% | $2,726+330.7% |
| Participant deferral / active EE | $20,548 | $7,992+157.1% | $8,070+154.6% | $4,648+342.1% |
| Admin fee / account holder | $1 | $338-99.6% | $13,006-100.0% | $430-99.7% |