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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST'L OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $37,777 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,575 | $47,456-81.9% | $172,753-95.0% | $77,775-89.0% |
| Participation rate | 87.7% | 66.3%+21.5pp | 82.6%+5.1pp | 73.2%+14.5pp |
| Annual return | 23.00% | 35.57%-12.6pp | 803.00%-780.0pp | 32.58%-9.6pp |
| Employer contribution / active EE | $514 | $1,574-67.4% | $5,144-90.0% | $2,504-79.5% |
| Participant deferral / active EE | $1,028 | $2,560-59.9% | $5,198-80.2% | $3,966-74.1% |
| Admin fee / account holder | $24 | $81-69.8% | $13,956-99.8% | $100-75.6% |