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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. OP. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $1,394 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,087 | $121,341+47.6% | $189,537-5.5% | $79,391+125.6% |
| Participation rate | 92.6% | 86.1%+6.5pp | 87.8%+4.8pp | 70.7%+21.9pp |
| Annual return | 20.45% | 21.08%-0.6pp | 555.34%-534.9pp | 116.88%-96.4pp |
| Employer contribution / active EE | $8,420 | $3,915+115.1% | $6,161+36.7% | $2,428+246.8% |
| Participant deferral / active EE | $15,572 | $6,395+143.5% | $8,220+89.4% | $4,046+284.9% |
| Admin fee / account holder | $9 | $651-98.6% | $12,048-99.9% | $627-98.6% |