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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,385 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,617 | $80,781+91.4% | $102,437+50.9% | $74,478+107.6% |
| Participation rate | 70.9% | 65.7%+5.2pp | 74.5%-3.6pp | 67.2%+3.7pp |
| Annual return | 12.06% | 27.58%-15.5pp | 24.95%-12.9pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $2,969 | $3,160-6.0% | $3,871-23.3% | $2,626+13.1% |
| Participant deferral / active EE | $8,095 | $3,862+109.6% | $5,060+60.0% | $4,350+86.1% |
| Admin fee / account holder | $73 | $2,372-96.9% | $8,388-99.1% | $1,946-96.2% |