Filed September 28, 2022
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 INSTL OPRTNS CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $58,087 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Accou... | $490 |
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 | $103,081 | $52,188+97.5% | $86,617+19.0% | $74,440+38.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.7%+28.3pp | 70.7%+29.3pp |
| Annual return | 16.75% | 44.46%-27.7pp | 591.91%-575.2pp | 34.37%-17.6pp |
| Employer contribution / active EE | $8,211 | $2,282+259.8% | $3,023+171.6% | $2,638+211.3% |
| Participant deferral / active EE | $8,082 | $3,383+138.9% | $4,437+82.1% | $4,529+78.5% |
| Admin fee / account holder | $108 | $319-66.0% | $5,613-98.1% | $348-68.9% |