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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $17,818 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,566 | $37,213+0.9% | $156,551-76.0% | $63,975-41.3% |
| Participation rate | 7.6% | 65.0%-57.4pp | 84.0%-76.4pp | 71.1%-63.5pp |
| Annual return | 12.64% | 47.89%-35.2pp | 32.23%-19.6pp | 48.65%-36.0pp |
| Employer contribution / active EE | $365 | $1,357-73.1% | $5,501-93.4% | $2,182-83.3% |
| Participant deferral / active EE | $1,229 | $2,070-40.6% | $4,871-74.8% | $3,356-63.4% |
| Admin fee / account holder | $100 | $56+76.8% | $13,028-99.2% | $70+41.4% |