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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $27,954 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,875 | $89,808+25.7% | $100,383+12.4% | $77,671+45.3% |
| Participation rate | 77.1% | 81.2%-4.1pp | 81.5%-4.4pp | 70.6%+6.5pp |
| Annual return | 18.85% | 20.62%-1.8pp | 49.26%-30.4pp | 31.21%-12.4pp |
| Employer contribution / active EE | $1,358 | $3,039-55.3% | $3,944-65.6% | $2,726-50.2% |
| Participant deferral / active EE | $10,574 | $8,284+27.6% | $8,086+30.8% | $4,648+127.5% |
| Admin fee / account holder | $50 | $174-71.2% | $7,900-99.4% | $430-88.3% |