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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $18,453 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $292,611 | $138,385+111.4% | $184,200+58.9% | $80,874+261.8% |
| Participation rate | 94.2% | 83.9%+10.3pp | 86.8%+7.4pp | 67.6%+26.5pp |
| Annual return | 14.20% | 20.02%-5.8pp | 28.80%-14.6pp | 35.62%-21.4pp |
| Employer contribution / active EE | $17 | $4,849-99.6% | $6,424-99.7% | $2,756-99.4% |
| Participant deferral / active EE | $16,318 | $7,073+130.7% | $9,132+78.7% | $4,297+279.8% |
| Admin fee / account holder | $166 | $10,483-98.4% | $13,907-98.8% | $6,935-97.6% |