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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $20,349 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,840 | $29,546+265.0% | $56,441+91.1% | $77,671+38.8% |
| Participation rate | 47.8% | 32.7%+15.1pp | 52.5%-4.7pp | 70.6%-22.8pp |
| Annual return | 16.54% | 19.01%-2.5pp | 1704.21%-1687.7pp | 31.21%-14.7pp |
| Employer contribution / active EE | $1,767 | $568+211.0% | $1,039+70.0% | $2,726-35.2% |
| Participant deferral / active EE | $4,466 | $1,061+321.0% | $1,953+128.7% | $4,648-3.9% |
| Admin fee / account holder | $202 | $1,046-80.7% | $2,829-92.9% | $430-53.1% |