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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,238 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,918 | $86,938+12.6% | $102,423-4.4% | $80,925+21.0% |
| Participation rate | 76.8% | 72.4%+4.5pp | 76.5%+0.3pp | 67.7%+9.2pp |
| Annual return | 16.00% | 18.89%-2.9pp | 29.42%-13.4pp | 35.65%-19.7pp |
| Employer contribution / active EE | $3,569 | $2,369+50.6% | $3,023+18.0% | $2,756+29.5% |
| Participant deferral / active EE | $5,486 | $4,120+33.1% | $5,054+8.5% | $4,299+27.6% |
| Admin fee / account holder | $79 | $8,053-99.0% | $9,455-99.2% | $6,940-98.9% |