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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 | $55,446+16.3% | $155,574-58.6% | $74,429-13.4% |
| Participation rate | 41.1% | 61.9%-20.8pp | 78.2%-37.1pp | 67.2%-26.1pp |
| Annual return | 13.00% | 269.20%-256.2pp | 64.87%-51.9pp | 1368.38%-1355.4pp |
| Employer contribution / active EE | $823 | $2,266-63.7% | $4,676-82.4% | $2,625-68.7% |
| Participant deferral / active EE | $2,237 | $2,836-21.1% | $5,629-60.3% | $4,348-48.6% |
| Admin fee / account holder | $76 | $1,743-95.6% | $15,914-99.5% | $1,944-96.1% |