Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $32,222 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,408 | $64,138+14.5% | $112,258-34.6% | $66,930+9.7% |
| Participation rate | 61.9% | 68.5%-6.6pp | 75.1%-13.2pp | 69.8%-7.9pp |
| Annual return | -15.76% | -13.81%-2.0pp | 27.47%-43.2pp | 1.57%-17.3pp |
| Employer contribution / active EE | $1,779 | $3,006-40.8% | $3,636-51.1% | $2,545-30.1% |
| Participant deferral / active EE | $4,587 | $3,694+24.2% | $4,728-3.0% | $4,238+8.2% |
| Admin fee / account holder | $324 | $625-48.2% | $6,411-94.9% | $593-45.4% |