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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,166 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,605 | $79,209+246.7% | $102,434+168.1% | $74,459+268.8% |
| Participation rate | 81.3% | 74.8%+6.5pp | 76.5%+4.8pp | 67.2%+14.1pp |
| Annual return | 14.10% | 54.98%-40.9pp | 29.46%-15.4pp | 1369.70%-1355.6pp |
| Employer contribution / active EE | $5,290 | $2,362+123.9% | $3,023+75.0% | $2,626+101.5% |
| Participant deferral / active EE | $9,510 | $4,417+115.3% | $5,055+88.1% | $4,350+118.6% |
| Admin fee / account holder | $94 | $2,002-95.3% | $9,462-99.0% | $1,945-95.2% |