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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $24,032 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,992 | $46,319+14.4% | $143,770-63.1% | $64,811-18.2% |
| Participation rate | 94.3% | 64.2%+30.1pp | 80.3%+14.0pp | 71.5%+22.8pp |
| Annual return | -14.96% | -10.06%-4.9pp | -0.04%-14.9pp | 32.83%-47.8pp |
| Employer contribution / active EE | $1,969 | $1,911+3.0% | $4,951-60.2% | $2,506-21.4% |
| Participant deferral / active EE | $3,957 | $2,646+49.5% | $5,638-29.8% | $4,310-8.2% |
| Admin fee / account holder | $52 | $154-66.0% | $14,673-99.6% | $188-72.2% |