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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 | $88,982+18.4% | $102,438+2.9% | $77,671+35.7% |
| Participation rate | 93.1% | 80.9%+12.2pp | 76.5%+16.6pp | 70.6%+22.5pp |
| Annual return | 12.58% | 25.01%-12.4pp | 29.37%-16.8pp | 31.21%-18.6pp |
| Employer contribution / active EE | $2,305 | $2,698-14.6% | $3,024-23.8% | $2,726-15.5% |
| Participant deferral / active EE | $6,835 | $5,144+32.9% | $5,054+35.3% | $4,648+47.1% |
| Admin fee / account holder | $22 | $236-90.9% | $9,448-99.8% | $430-95.0% |