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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $21,871 |
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 | $111,152 | $101,591+9.4% | $147,096-24.4% | $74,429+49.3% |
| Participation rate | 94.1% | 75.5%+18.5pp | 82.2%+11.9pp | 67.2%+26.9pp |
| Annual return | 16.75% | 8746.45%-8729.7pp | 419.75%-403.0pp | 1368.38%-1351.6pp |
| Employer contribution / active EE | $1,698 | $3,813-55.5% | $4,936-65.6% | $2,625-35.3% |
| Participant deferral / active EE | $8,948 | $7,302+22.5% | $8,071+10.9% | $4,348+105.8% |
| Admin fee / account holder | $69 | $1,750-96.1% | $13,005-99.5% | $1,944-96.5% |