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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $54,636 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,695 | $106,230+27.7% | $147,080-7.7% | $77,736+74.6% |
| Participation rate | 96.1% | 78.4%+17.7pp | 82.2%+13.9pp | 70.6%+25.5pp |
| Annual return | 15.67% | 56.91%-41.2pp | 420.17%-404.5pp | 31.26%-15.6pp |
| Employer contribution / active EE | $2,567 | $4,072-37.0% | $4,933-48.0% | $2,728-5.9% |
| Participant deferral / active EE | $10,696 | $8,001+33.7% | $8,066+32.6% | $4,651+130.0% |
| Admin fee / account holder | $120 | $338-64.6% | $12,989-99.1% | $433-72.3% |