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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$24,383 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $943,762 | $53,254+1672.2% | $155,574+506.6% | $199,921+372.1% |
| Participation rate | 91.6% | 64.1%+27.4pp | 78.2%+13.4pp | 72.0%+19.6pp |
| Annual return | 15.22% | 41.18%-26.0pp | 64.87%-49.7pp | 34.28%-19.1pp |
| Employer contribution / active EE | $22,440 | $1,848+1114.4% | $4,676+379.9% | $3,035+639.2% |
| Participant deferral / active EE | $21,020 | $3,165+564.1% | $5,629+273.4% | $5,089+313.1% |
| Admin fee / account holder | $0 | $186-99.9% | $15,914-100.0% | $269-99.9% |