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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 | $101,653-7.2% | $147,080-35.9% | $74,459+26.7% |
| Participation rate | 81.4% | 75.6%+5.8pp | 82.2%-0.8pp | 67.2%+14.1pp |
| Annual return | 18.09% | 8754.98%-8736.9pp | 420.17%-402.1pp | 1369.70%-1351.6pp |
| Employer contribution / active EE | $4,545 | $3,813+19.2% | $4,933-7.9% | $2,626+73.1% |
| Participant deferral / active EE | $8,179 | $7,304+12.0% | $8,066+1.4% | $4,350+88.0% |
| Admin fee / account holder | $5 | $1,752-99.7% | $12,989-100.0% | $1,945-99.7% |