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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $51,267 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,540 | $110,483+37.2% | $145,433+4.2% | $79,634+90.3% |
| Participation rate | 96.5% | 71.1%+25.4pp | 82.1%+14.4pp | 62.5%+34.0pp |
| Annual return | 20.27% | 24.62%-4.4pp | 66.58%-46.3pp | 36.46%-16.2pp |
| Employer contribution / active EE | $5,475 | $4,053+35.1% | $4,554+20.2% | $2,529+116.5% |
| Participant deferral / active EE | $13,954 | $7,216+93.4% | $7,897+76.7% | $3,835+263.9% |
| Admin fee / account holder | $146 | $680-78.5% | $13,129-98.9% | $1,002-85.4% |