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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $801 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,329 | $79,181+31.8% | $102,423+1.9% | $74,429+40.2% |
| Participation rate | 87.3% | 74.8%+12.5pp | 76.5%+10.8pp | 67.2%+20.1pp |
| Annual return | 26.07% | 54.97%-28.9pp | 29.42%-3.4pp | 1368.38%-1342.3pp |
| Employer contribution / active EE | $1,828 | $2,362-22.6% | $3,023-39.5% | $2,625-30.4% |
| Participant deferral / active EE | $5,921 | $4,416+34.1% | $5,054+17.2% | $4,348+36.2% |
| Admin fee / account holder | $5 | $2,002-99.7% | $9,455-99.9% | $1,944-99.7% |