Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. OPS Service code 37 · EIN 04-2647786 | Loan Processing | $334,855 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,499 | $78,852+31.3% | $76,768+34.8% | $75,289+37.5% |
| Participation rate | 99.7% | 85.0%+14.7pp | 77.0%+22.7pp | 72.4%+27.2pp |
| Annual return | -5.14% | -1.29%-3.9pp | 2.43%-7.6pp | -0.04%-5.1pp |
| Employer contribution / active EE | $6,079 | $2,794+117.5% | $2,485+144.6% | $2,405+152.8% |
| Participant deferral / active EE | $6,004 | $4,800+25.1% | $3,852+55.9% | $3,739+60.6% |
| Admin fee / account holder | $58 | $79-26.6% | $6,676-99.1% | $102-43.3% |