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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $345 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $316,264 | $86,949+263.7% | $102,460+208.7% | $80,959+290.6% |
| Participation rate | 76.0% | 72.4%+3.6pp | 76.5%-0.5pp | 67.7%+8.3pp |
| Annual return | 16.13% | 18.89%-2.8pp | 29.47%-13.3pp | 35.67%-19.5pp |
| Employer contribution / active EE | $1,229 | $2,370-48.1% | $3,025-59.4% | $2,757-55.4% |
| Participant deferral / active EE | $2,918 | $4,121-29.2% | $5,056-42.3% | $4,300-32.2% |
| Admin fee / account holder | $2 | $8,048-100.0% | $9,460-100.0% | $6,925-100.0% |