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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. OPS Service code 37 · EIN 04-2647786 | Loan Processing | $211,336 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,979 | $104,544+48.2% | $96,564+60.5% | $80,187+93.3% |
| Participation rate | 99.3% | 86.4%+12.9pp | 76.0%+23.3pp | 72.9%+26.3pp |
| Annual return | 17.37% | 21.79%-4.4pp | 25.89%-8.5pp | 40.40%-23.0pp |
| Employer contribution / active EE | $8,631 | $3,527+144.7% | $2,967+190.9% | $2,980+189.7% |
| Participant deferral / active EE | $8,245 | $6,170+33.6% | $4,852+69.9% | $5,016+64.4% |
| Admin fee / account holder | $39 | $107-63.0% | $8,256-99.5% | $145-72.8% |