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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $18,455 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,829 | $89,225-46.4% | $136,072-64.9% | $74,459-35.8% |
| Participation rate | 79.7% | 69.4%+10.3pp | 76.4%+3.3pp | 67.2%+12.5pp |
| Annual return | 18.25% | 22.76%-4.5pp | 580.46%-562.2pp | 1369.70%-1351.4pp |
| Employer contribution / active EE | $505 | $2,816-82.1% | $4,216-88.0% | $2,626-80.8% |
| Participant deferral / active EE | $2,886 | $4,597-37.2% | $7,028-58.9% | $4,350-33.7% |
| Admin fee / account holder | $91 | $1,545-94.1% | $6,718-98.6% | $1,945-95.3% |