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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $85,984 |
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 | $106,588 | $110,282-3.4% | $102,423+4.1% | $199,921-46.7% |
| Participation rate | 89.8% | 86.3%+3.6pp | 76.5%+13.3pp | 72.0%+17.8pp |
| Annual return | 16.03% | 35.75%-19.7pp | 29.42%-13.4pp | 34.28%-18.3pp |
| Employer contribution / active EE | $4,699 | $3,603+30.4% | $3,023+55.4% | $3,035+54.8% |
| Participant deferral / active EE | $6,397 | $6,376+0.3% | $5,054+26.6% | $5,089+25.7% |
| Admin fee / account holder | $26 | $122-78.8% | $9,455-99.7% | $269-90.4% |