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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. OPS Service code 37 · EIN 04-2647786 | Loan Processing | $278,654 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,721 | $130,052+6.7% | $86,717+60.0% | $77,906+78.1% |
| Participation rate | 98.1% | 85.9%+12.2pp | 76.6%+21.5pp | 73.7%+24.4pp |
| Annual return | -15.90% | -12.73%-3.2pp | 35.97%-51.9pp | 12.16%-28.1pp |
| Employer contribution / active EE | $9,512 | $3,214+196.0% | $2,837+235.3% | $2,846+234.2% |
| Participant deferral / active EE | $7,618 | $5,741+32.7% | $4,657+63.6% | $4,805+58.5% |
| Admin fee / account holder | $54 | $132-58.9% | $7,494-99.3% | $133-59.2% |