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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 | $138,386-18.1% | $184,260-38.5% | $80,935+40.1% |
| Participation rate | 97.0% | 83.9%+13.1pp | 86.8%+10.1pp | 67.7%+29.3pp |
| Annual return | 15.69% | 20.02%-4.3pp | 28.84%-13.2pp | 35.66%-20.0pp |
| Employer contribution / active EE | $5,697 | $4,851+17.4% | $6,427-11.4% | $2,757+106.6% |
| Participant deferral / active EE | $11,885 | $7,076+68.0% | $9,133+30.1% | $4,299+176.4% |
| Admin fee / account holder | $74 | $10,489-99.3% | $13,898-99.5% | $6,924-98.9% |