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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. OPS Service code 37 · EIN 04-2647786 | Loan Processing | $263,330 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,224 | $176,471-12.0% | $95,968+61.7% | $90,274+71.9% |
| Participation rate | 99.7% | 86.6%+13.1pp | 77.1%+22.6pp | 73.4%+26.4pp |
| Annual return | 16.64% | 20.15%-3.5pp | 91.65%-75.0pp | 53.97%-37.3pp |
| Employer contribution / active EE | $7,821 | $2,783+181.0% | $2,542+207.7% | $2,523+209.9% |
| Participant deferral / active EE | $6,923 | $5,325+30.0% | $4,167+66.2% | $4,231+63.6% |
| Admin fee / account holder | $50 | $154-67.4% | $6,798-99.3% | $114-55.9% |