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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. IN. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $3,013 |
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 | $47,413 | $38,925+21.8% | $73,835-35.8% | $55,191-14.1% |
| Participation rate | 92.7% | 66.0%+26.7pp | 73.4%+19.3pp | 69.2%+23.6pp |
| Annual return | 1.32% | 6.31%-5.0pp | 2268.13%-2266.8pp | 10.78%-9.5pp |
| Employer contribution / active EE | $5,809 | $1,695+242.8% | $2,788+108.4% | $1,899+206.0% |
| Participant deferral / active EE | $0 | $2,351-100.0% | $3,583-100.0% | $3,046-100.0% |
| Admin fee / account holder | $8 | $83-90.6% | $4,880-99.8% | $91-91.4% |