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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 | $106,264+45.8% | $147,117+5.3% | $77,762+99.2% |
| Participation rate | 94.3% | 78.4%+15.9pp | 82.2%+12.1pp | 70.6%+23.7pp |
| Annual return | 17.85% | 56.94%-39.1pp | 420.54%-402.7pp | 31.27%-13.4pp |
| Employer contribution / active EE | $11,742 | $4,074+188.2% | $4,932+138.1% | $2,728+330.4% |
| Participant deferral / active EE | $20,548 | $8,003+156.7% | $8,065+154.8% | $4,651+341.8% |
| Admin fee / account holder | $1 | $334-99.6% | $12,993-100.0% | $433-99.7% |