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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $74,220 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,109 | $122,042+6.6% | $184,243-29.4% | $74,429+74.8% |
| Participation rate | 83.6% | 85.5%-1.8pp | 86.8%-3.2pp | 67.2%+16.4pp |
| Annual return | 16.43% | 19.91%-3.5pp | 28.82%-12.4pp | 1368.38%-1352.0pp |
| Employer contribution / active EE | $2,287 | $4,538-49.6% | $6,427-64.4% | $2,625-12.9% |
| Participant deferral / active EE | $14,519 | $7,143+103.3% | $9,132+59.0% | $4,348+233.9% |
| Admin fee / account holder | $276 | $1,252-78.0% | $13,914-98.0% | $1,944-85.8% |