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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$97,694 |
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 | $149,317 | $89,465+66.9% | $164,866-9.4% | $77,671+92.2% |
| Participation rate | 91.9% | 78.6%+13.3pp | 78.6%+13.3pp | 70.6%+21.4pp |
| Annual return | 17.53% | 28.81%-11.3pp | 69.97%-52.4pp | 31.21%-13.7pp |
| Employer contribution / active EE | $7,491 | $2,568+191.8% | $4,343+72.5% | $2,726+174.8% |
| Participant deferral / active EE | $7,885 | $4,897+61.0% | $6,033+30.7% | $4,648+69.6% |
| Admin fee / account holder | -$95 | $340-128.0% | $12,689-100.7% | $430-122.1% |