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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 | $106,164+11.6% | $147,041-19.4% | $77,692+52.5% |
| Participation rate | 95.9% | 78.4%+17.5pp | 82.2%+13.7pp | 70.6%+25.3pp |
| Annual return | 19.20% | 56.81%-37.6pp | 419.21%-400.0pp | 31.25%-12.1pp |
| Employer contribution / active EE | $5,089 | $4,066+25.2% | $4,935+3.1% | $2,726+86.7% |
| Participant deferral / active EE | $13,599 | $7,993+70.1% | $8,071+68.5% | $4,648+192.5% |
| Admin fee / account holder | $170 | $338-49.8% | $13,006-98.7% | $431-60.6% |