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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $1,363 |
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 | $146,788 | $38,365+282.6% | $84,628+73.5% | $65,185+125.2% |
| Participation rate | 99.5% | 55.7%+43.8pp | 68.2%+31.2pp | 70.2%+29.3pp |
| Annual return | 138.46% | 32.00%+106.5pp | 258.80%-120.3pp | 29.38%+109.1pp |
| Employer contribution / active EE | $16,728 | $1,258+1229.2% | $2,653+530.5% | $2,177+668.5% |
| Participant deferral / active EE | $14,679 | $2,278+544.3% | $3,900+276.4% | $3,514+317.7% |
| Admin fee / account holder | $6 | $451-98.6% | $4,914-99.9% | $847-99.3% |