Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,896 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $342,117 | $129,159+164.9% | $184,243+85.7% | $77,714+340.2% |
| Participation rate | 98.7% | 87.4%+11.4pp | 86.8%+11.9pp | 70.6%+28.2pp |
| Annual return | 17.96% | 33.22%-15.3pp | 28.82%-10.9pp | 31.26%-13.3pp |
| Employer contribution / active EE | $6,900 | $4,410+56.5% | $6,427+7.4% | $2,727+153.0% |
| Participant deferral / active EE | $22,553 | $7,305+208.8% | $9,132+147.0% | $4,649+385.1% |
| Admin fee / account holder | $8 | $256-97.0% | $13,914-99.9% | $433-98.3% |