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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 | $112,596+34.6% | $152,301-0.5% | $64,728+134.1% |
| Participation rate | 96.5% | 63.6%+32.9pp | 82.4%+14.1pp | 57.9%+38.6pp |
| Annual return | 20.27% | 23.76%-3.5pp | 80.50%-60.2pp | 49.38%-29.1pp |
| Employer contribution / active EE | $5,475 | $3,716+47.3% | $4,624+18.4% | $2,243+144.1% |
| Participant deferral / active EE | $13,954 | $6,075+129.7% | $8,004+74.3% | $2,729+411.3% |
| Admin fee / account holder | $146 | $996-85.3% | $14,398-99.0% | $1,145-87.2% |