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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $1,311 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,026 | $59,456+41.3% | $93,669-10.3% | $74,429+12.9% |
| Participation rate | 98.5% | 59.6%+38.9pp | 68.7%+29.8pp | 67.2%+31.3pp |
| Annual return | 12.50% | 82.00%-69.5pp | 133.59%-121.1pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $4,054 | $1,266+220.2% | $2,424+67.3% | $2,625+54.4% |
| Participant deferral / active EE | $5,876 | $3,052+92.5% | $4,416+33.1% | $4,348+35.1% |
| Admin fee / account holder | $5 | $3,026-99.8% | $8,291-99.9% | $1,944-99.7% |