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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $115,562 |
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 | $59,347 | $81,301-27.0% | $76,030-21.9% | $200,096-70.3% |
| Participation rate | 93.6% | 70.1%+23.5pp | 69.1%+24.5pp | 72.0%+21.6pp |
| Annual return | 16.80% | 16.31%+0.5pp | 361.54%-344.7pp | 34.26%-17.5pp |
| Employer contribution / active EE | $2,428 | $3,352-27.6% | $2,688-9.7% | $3,038-20.1% |
| Participant deferral / active EE | $7,980 | $4,721+69.0% | $4,257+87.5% | $5,090+56.8% |
| Admin fee / account holder | $32 | $145-77.8% | $6,421-99.5% | $269-88.0% |