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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPER. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $770 |
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 | $144,272 | $71,957+100.5% | $67,652+113.3% | $59,188+143.7% |
| Participation rate | 93.8% | 82.7%+11.1pp | 75.7%+18.1pp | 69.4%+24.4pp |
| Annual return | 0.03% | 8.53%-8.5pp | 6625.40%-6625.4pp | 5.51%-5.5pp |
| Employer contribution / active EE | $7,158 | $2,432+194.4% | $2,266+216.0% | $2,098+241.2% |
| Participant deferral / active EE | $10,199 | $4,211+142.2% | $3,560+186.5% | $3,265+212.4% |
| Admin fee / account holder | $1 | $64-99.0% | $4,821-100.0% | $92-99.3% |