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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $12,303 |
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 | $105,378 | $89,093+18.3% | $102,434+2.9% | $77,736+35.6% |
| Participation rate | 93.1% | 80.9%+12.2pp | 76.5%+16.6pp | 70.6%+22.5pp |
| Annual return | 12.58% | 25.03%-12.5pp | 29.46%-16.9pp | 31.26%-18.7pp |
| Employer contribution / active EE | $2,305 | $2,699-14.6% | $3,023-23.8% | $2,728-15.5% |
| Participant deferral / active EE | $6,835 | $5,147+32.8% | $5,055+35.2% | $4,651+47.0% |
| Admin fee / account holder | $22 | $236-90.9% | $9,462-99.8% | $433-95.0% |