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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $106,896 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $87,689 |
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 | $121,115 | $106,264+14.0% | $147,117-17.7% | $77,762+55.8% |
| Participation rate | 96.8% | 78.4%+18.4pp | 82.2%+14.6pp | 70.6%+26.2pp |
| Annual return | 16.04% | 56.94%-40.9pp | 420.54%-404.5pp | 31.27%-15.2pp |
| Employer contribution / active EE | $3,563 | $4,074-12.5% | $4,932-27.8% | $2,728+30.6% |
| Participant deferral / active EE | $16,923 | $8,003+111.4% | $8,065+109.8% | $4,651+263.9% |
| Admin fee / account holder | $109 | $334-67.5% | $12,993-99.2% | $433-74.9% |