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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,588 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,348 | $101,591-7.1% | $147,096-35.9% | $74,429+26.8% |
| Participation rate | 81.4% | 75.5%+5.8pp | 82.2%-0.8pp | 67.2%+14.1pp |
| Annual return | 18.09% | 8746.45%-8728.4pp | 419.75%-401.7pp | 1368.38%-1350.3pp |
| Employer contribution / active EE | $4,545 | $3,813+19.2% | $4,936-7.9% | $2,625+73.2% |
| Participant deferral / active EE | $8,179 | $7,302+12.0% | $8,071+1.3% | $4,348+88.1% |
| Admin fee / account holder | $5 | $1,750-99.7% | $13,005-100.0% | $1,944-99.7% |