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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $18,549 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,347 | $168,082+25.1% | $150,045+40.2% | - |
| Participation rate | 77.8% | 71.4%+6.3pp | 82.3%-4.5pp | - |
| Annual return | 10.94% | 24.81%-13.9pp | 62.55%-51.6pp | - |
| Employer contribution / active EE | $1,937 | $3,603-46.2% | $4,693-58.7% | - |
| Participant deferral / active EE | $5,713 | $7,053-19.0% | $7,997-28.6% | - |
| Admin fee / account holder | $157 | $7,866-98.0% | $13,435-98.8% | - |