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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $114,520 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,255 | $89,093-33.5% | $102,434-42.2% | $77,736-23.8% |
| Participation rate | 90.6% | 80.9%+9.7pp | 76.5%+14.1pp | 70.6%+20.0pp |
| Annual return | 33.20% | 25.03%+8.2pp | 29.46%+3.7pp | 31.26%+1.9pp |
| Employer contribution / active EE | $1,677 | $2,699-37.9% | $3,023-44.5% | $2,728-38.5% |
| Participant deferral / active EE | $6,486 | $5,147+26.0% | $5,055+28.3% | $4,651+39.5% |
| Admin fee / account holder | $139 | $236-40.9% | $9,462-98.5% | $433-67.8% |