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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $7,484 |
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 | $86,722 | $65,364+32.7% | $92,909-6.7% | $72,975+18.8% |
| Participation rate | 71.6% | 68.3%+3.3pp | 76.0%-4.4pp | 69.5%+2.1pp |
| Annual return | 22.59% | 42.11%-19.5pp | 109.44%-86.9pp | 81.01%-58.4pp |
| Employer contribution / active EE | $2,071 | $2,594-20.2% | $3,653-43.3% | $2,440-15.1% |
| Participant deferral / active EE | $4,474 | $3,128+43.0% | $4,238+5.6% | $3,608+24.0% |
| Admin fee / account holder | $104 | $4,251-97.6% | $5,795-98.2% | $5,124-98.0% |