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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPER. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $17,297 |
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 | $184,655 | $88,730+108.1% | $82,312+124.3% | $77,958+136.9% |
| Participation rate | 96.4% | 84.5%+11.9pp | 76.9%+19.5pp | 71.6%+24.8pp |
| Annual return | 17.96% | 20.88%-2.9pp | 25.88%-7.9pp | 20.87%-2.9pp |
| Employer contribution / active EE | $8,137 | $2,758+195.0% | $2,428+235.1% | $2,310+252.2% |
| Participant deferral / active EE | $12,027 | $4,634+159.5% | $3,706+224.5% | $3,537+240.1% |
| Admin fee / account holder | $10 | $74-86.8% | $5,608-99.8% | $97-90.0% |