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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $11,023 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,379 | $138,385-18.1% | $184,200-38.4% | $80,874+40.2% |
| Participation rate | 97.0% | 83.9%+13.1pp | 86.8%+10.1pp | 67.6%+29.3pp |
| Annual return | 15.69% | 20.02%-4.3pp | 28.80%-13.1pp | 35.62%-19.9pp |
| Employer contribution / active EE | $5,697 | $4,849+17.5% | $6,424-11.3% | $2,756+106.7% |
| Participant deferral / active EE | $11,885 | $7,073+68.0% | $9,132+30.1% | $4,297+176.6% |
| Admin fee / account holder | $74 | $10,483-99.3% | $13,907-99.5% | $6,935-98.9% |