Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $217,976 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,844 | $110,282-47.5% | $102,438-43.5% | $199,768-71.0% |
| Participation rate | 89.1% | 86.3%+2.8pp | 76.5%+12.6pp | 72.0%+17.1pp |
| Annual return | 17.35% | 35.75%-18.4pp | 29.37%-12.0pp | 34.26%-16.9pp |
| Employer contribution / active EE | $2,296 | $3,603-36.3% | $3,024-24.1% | $3,037-24.4% |
| Participant deferral / active EE | $4,384 | $6,376-31.2% | $5,054-13.3% | $5,090-13.9% |
| Admin fee / account holder | $94 | $122-23.3% | $9,448-99.0% | $269-65.1% |