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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $23,084 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,108 | $56,504+18.8% | $185,818-63.9% | $86,810-22.7% |
| Participation rate | 92.9% | 65.5%+27.4pp | 81.7%+11.2pp | 72.3%+20.6pp |
| Annual return | 12.37% | 118.09%-105.7pp | 122.06%-109.7pp | 97.92%-85.6pp |
| Employer contribution / active EE | $1,853 | $1,843+0.6% | $5,168-64.1% | $2,405-22.9% |
| Participant deferral / active EE | $3,580 | $2,554+40.2% | $5,568-35.7% | $4,131-13.3% |
| Admin fee / account holder | $50 | $150-66.6% | $16,239-99.7% | $170-70.6% |