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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $22,392 |
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 | $59,451 | $52,293+13.7% | $178,503-66.7% | $73,412-19.0% |
| Participation rate | 92.6% | 65.3%+27.3pp | 81.9%+10.7pp | 72.2%+20.4pp |
| Annual return | 14.22% | 34.75%-20.5pp | 151.12%-136.9pp | 59.30%-45.1pp |
| Employer contribution / active EE | $1,651 | $1,736-4.9% | $5,011-67.1% | $2,234-26.1% |
| Participant deferral / active EE | $3,077 | $2,333+31.9% | $5,202-40.9% | $3,806-19.2% |
| Admin fee / account holder | $50 | $127-61.0% | $13,987-99.6% | $158-68.5% |