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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $25,245 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,499 | $47,180+24.0% | $149,723-60.9% | $74,473-21.4% |
| Participation rate | 93.1% | 63.4%+29.7pp | 78.8%+14.4pp | 70.7%+22.4pp |
| Annual return | 17.62% | 22.75%-5.1pp | 134.50%-116.9pp | 34.36%-16.7pp |
| Employer contribution / active EE | $1,939 | $1,907+1.7% | $4,821-59.8% | $2,638-26.5% |
| Participant deferral / active EE | $4,192 | $2,730+53.5% | $5,682-26.2% | $4,530-7.5% |
| Admin fee / account holder | $54 | $343-84.3% | $13,215-99.6% | $347-84.5% |