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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $60,524 |
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 | $118,467 | $106,264+11.5% | $147,117-19.5% | $77,762+52.3% |
| Participation rate | 95.9% | 78.4%+17.5pp | 82.2%+13.7pp | 70.6%+25.3pp |
| Annual return | 19.20% | 56.94%-37.7pp | 420.54%-401.3pp | 31.27%-12.1pp |
| Employer contribution / active EE | $5,089 | $4,074+24.9% | $4,932+3.2% | $2,728+86.5% |
| Participant deferral / active EE | $13,599 | $8,003+69.9% | $8,065+68.6% | $4,651+192.4% |
| Admin fee / account holder | $170 | $334-49.3% | $12,993-98.7% | $433-60.8% |