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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 | $56,540+18.7% | $185,851-63.9% | $86,821-22.7% |
| Participation rate | 92.9% | 65.5%+27.4pp | 81.7%+11.2pp | 72.3%+20.6pp |
| Annual return | 12.37% | 118.20%-105.8pp | 122.11%-109.7pp | 97.94%-85.6pp |
| Employer contribution / active EE | $1,853 | $1,844+0.5% | $5,168-64.1% | $2,406-23.0% |
| Participant deferral / active EE | $3,580 | $2,555+40.1% | $5,569-35.7% | $4,132-13.3% |
| Admin fee / account holder | $50 | $150-66.6% | $16,245-99.7% | $170-70.6% |