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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS INST. OPS Service code 37 · EIN 04-2647786 | Loan Processing | $206,878 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,900 | $110,282+53.2% | $102,423+64.9% | $199,921-15.5% |
| Participation rate | 99.3% | 86.3%+13.0pp | 76.5%+22.8pp | 72.0%+27.3pp |
| Annual return | 14.66% | 35.75%-21.1pp | 29.42%-14.8pp | 34.28%-19.6pp |
| Employer contribution / active EE | $8,899 | $3,603+147.0% | $3,023+194.4% | $3,035+193.2% |
| Participant deferral / active EE | $8,733 | $6,376+37.0% | $5,054+72.8% | $5,089+71.6% |
| Admin fee / account holder | $38 | $122-69.3% | $9,455-99.6% | $269-86.0% |