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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 | $101,499-30.4% | $147,005-52.0% | $74,546-5.3% |
| Participation rate | 92.2% | 75.5%+16.7pp | 82.2%+10.0pp | 67.2%+25.0pp |
| Annual return | 14.35% | 8732.34%-8718.0pp | 418.76%-404.4pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $2 | $3,811-100.0% | $4,934-100.0% | $2,624-99.9% |
| Participant deferral / active EE | $12,784 | $7,304+75.0% | $8,070+58.4% | $4,347+194.1% |
| Admin fee / account holder | $142 | $1,748-91.9% | $13,006-98.9% | $1,944-92.7% |