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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 | $101,672+9.3% | $147,117-24.4% | $74,478+49.2% |
| Participation rate | 94.1% | 75.5%+18.5pp | 82.2%+11.9pp | 67.2%+26.8pp |
| Annual return | 16.75% | 8757.83%-8741.1pp | 420.54%-403.8pp | 1370.56%-1353.8pp |
| Employer contribution / active EE | $1,698 | $3,813-55.5% | $4,932-65.6% | $2,626-35.3% |
| Participant deferral / active EE | $8,948 | $7,305+22.5% | $8,065+11.0% | $4,350+105.7% |
| Admin fee / account holder | $69 | $1,753-96.1% | $12,993-99.5% | $1,946-96.5% |