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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 | $101,499+9.5% | $147,005-24.4% | $74,546+49.1% |
| Participation rate | 94.1% | 75.5%+18.5pp | 82.2%+11.9pp | 67.2%+26.9pp |
| Annual return | 16.75% | 8732.34%-8715.6pp | 418.76%-402.0pp | 1366.03%-1349.3pp |
| Employer contribution / active EE | $1,698 | $3,811-55.4% | $4,934-65.6% | $2,624-35.3% |
| Participant deferral / active EE | $8,948 | $7,304+22.5% | $8,070+10.9% | $4,347+105.8% |
| Admin fee / account holder | $69 | $1,748-96.1% | $13,006-99.5% | $1,944-96.5% |