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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $36,085 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,516 | $73,532+78.9% | $178,540-26.3% | $74,459+76.6% |
| Participation rate | 85.2% | 66.6%+18.6pp | 77.1%+8.1pp | 67.2%+18.0pp |
| Annual return | 12.61% | 17.51%-4.9pp | 27.15%-14.5pp | 1369.70%-1357.1pp |
| Employer contribution / active EE | $3,433 | $2,221+54.6% | $3,953-13.2% | $2,626+30.7% |
| Participant deferral / active EE | $8,166 | $4,519+80.7% | $6,281+30.0% | $4,350+87.7% |
| Admin fee / account holder | $289 | $1,813-84.1% | $10,424-97.2% | $1,945-85.1% |