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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 | $50,919+3.9% | $155,556-66.0% | $77,762-32.0% |
| Participation rate | 88.3% | 63.1%+25.2pp | 78.2%+10.1pp | 70.6%+17.7pp |
| Annual return | 17.86% | 34.84%-17.0pp | 64.84%-47.0pp | 31.27%-13.4pp |
| Employer contribution / active EE | $1,676 | $1,991-15.9% | $4,675-64.2% | $2,728-38.6% |
| Participant deferral / active EE | $5,829 | $2,824+106.4% | $5,631+3.5% | $4,651+25.3% |
| Admin fee / account holder | $23 | $437-94.7% | $15,885-99.9% | $433-94.6% |