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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $56,346 |
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 | $97,246 | $94,833+2.5% | $75,717+28.4% | $86,813+12.0% |
| Participation rate | 85.7% | 79.1%+6.6pp | 74.8%+10.8pp | 72.3%+13.4pp |
| Annual return | 20.74% | 16.91%+3.8pp | 104.58%-83.8pp | 97.93%-77.2pp |
| Employer contribution / active EE | $3,845 | $2,904+32.4% | $2,743+40.2% | $2,406+59.8% |
| Participant deferral / active EE | $6,060 | $3,632+66.9% | $3,821+58.6% | $4,131+46.7% |
| Admin fee / account holder | $125 | $109+15.0% | $3,619-96.5% | $170-26.4% |