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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $22,796 |
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 | $53,231 | $62,928-15.4% | $172,753-69.2% | $67,582-21.2% |
| Participation rate | 94.1% | 64.5%+29.7pp | 82.6%+11.5pp | 71.3%+22.8pp |
| Annual return | 20.17% | 30.36%-10.2pp | 803.00%-782.8pp | 378.57%-358.4pp |
| Employer contribution / active EE | $1,678 | $1,636+2.6% | $5,144-67.4% | $2,148-21.9% |
| Participant deferral / active EE | $3,105 | $2,145+44.8% | $5,198-40.3% | $3,539-12.3% |
| Admin fee / account holder | $50 | $167-70.1% | $13,956-99.6% | $142-65.0% |