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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $44,485 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,147 | $95,542-15.1% | $69,464+16.8% | $67,579+20.1% |
| Participation rate | 86.5% | 79.4%+7.1pp | 74.6%+11.9pp | 71.3%+15.2pp |
| Annual return | 2.71% | 17.67%-15.0pp | 28.98%-26.3pp | 378.56%-375.9pp |
| Employer contribution / active EE | $3,500 | $2,989+17.1% | $2,779+25.9% | $2,148+63.0% |
| Participant deferral / active EE | $5,363 | $3,263+64.4% | $3,536+51.7% | $3,539+51.5% |
| Admin fee / account holder | $109 | $90+21.1% | $3,840-97.2% | $142-23.6% |