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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 | $73,459+79.0% | $178,528-26.3% | $74,429+76.7% |
| Participation rate | 85.2% | 66.5%+18.7pp | 77.1%+8.1pp | 67.2%+18.0pp |
| Annual return | 12.61% | 17.50%-4.9pp | 27.11%-14.5pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $3,433 | $2,219+54.7% | $3,950-13.1% | $2,625+30.8% |
| Participant deferral / active EE | $8,166 | $4,515+80.9% | $6,278+30.1% | $4,348+87.8% |
| Admin fee / account holder | $289 | $1,812-84.1% | $10,419-97.2% | $1,944-85.1% |