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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,913 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,804 | $88,137-44.6% | $164,975-70.4% | $74,429-34.4% |
| Participation rate | 78.7% | 73.1%+5.6pp | 78.6%+0.1pp | 67.2%+11.5pp |
| Annual return | 14.49% | 17.13%-2.6pp | 70.12%-55.6pp | 1368.38%-1353.9pp |
| Employer contribution / active EE | $1,850 | $2,597-28.8% | $4,343-57.4% | $2,625-29.5% |
| Participant deferral / active EE | $4,013 | $4,501-10.8% | $6,033-33.5% | $4,348-7.7% |
| Admin fee / account holder | $16 | $2,231-99.3% | $12,688-99.9% | $1,944-99.2% |