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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $7,279 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,331 | $86,919+86.8% | $102,457+58.4% | $80,911+100.6% |
| Participation rate | 93.7% | 72.4%+21.3pp | 76.5%+17.2pp | 67.6%+26.0pp |
| Annual return | 18.03% | 18.90%-0.9pp | 29.41%-11.4pp | 35.63%-17.6pp |
| Employer contribution / active EE | $3,287 | $2,368+38.8% | $3,022+8.8% | $2,756+19.3% |
| Participant deferral / active EE | $5,673 | $4,119+37.7% | $5,054+12.2% | $4,297+32.0% |
| Admin fee / account holder | $110 | $8,049-98.6% | $9,451-98.8% | $6,935-98.4% |