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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $39,784 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,610 | $101,672-30.6% | $147,117-52.0% | $74,478-5.2% |
| Participation rate | 92.2% | 75.5%+16.6pp | 82.2%+10.0pp | 67.2%+25.0pp |
| Annual return | 14.35% | 8757.83%-8743.5pp | 420.54%-406.2pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $2 | $3,813-100.0% | $4,932-100.0% | $2,626-99.9% |
| Participant deferral / active EE | $12,784 | $7,305+75.0% | $8,065+58.5% | $4,350+193.9% |
| Admin fee / account holder | $142 | $1,753-91.9% | $12,993-98.9% | $1,946-92.7% |