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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INS OP Service code 37 · EIN 04-2647786 | Loan Processing | $6,387 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,484 | $55,472+16.2% | $155,567-58.5% | $74,546-13.5% |
| Participation rate | 41.1% | 61.9%-20.8pp | 78.2%-37.1pp | 67.2%-26.1pp |
| Annual return | 13.00% | 268.72%-255.7pp | 64.74%-51.7pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $823 | $2,269-63.7% | $4,674-82.4% | $2,624-68.7% |
| Participant deferral / active EE | $2,237 | $2,838-21.2% | $5,628-60.3% | $4,347-48.6% |
| Admin fee / account holder | $76 | $1,743-95.6% | $15,916-99.5% | $1,944-96.1% |