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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $13,871 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,881 | $50,820+4.1% | $155,567-66.0% | $77,671-31.9% |
| Participation rate | 88.3% | 63.1%+25.2pp | 78.2%+10.1pp | 70.6%+17.7pp |
| Annual return | 17.86% | 34.85%-17.0pp | 64.74%-46.9pp | 31.21%-13.3pp |
| Employer contribution / active EE | $1,676 | $1,993-15.9% | $4,674-64.1% | $2,726-38.5% |
| Participant deferral / active EE | $5,829 | $2,823+106.5% | $5,628+3.6% | $4,648+25.4% |
| Admin fee / account holder | $23 | $436-94.6% | $15,916-99.9% | $430-94.6% |