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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 | $110,258-3.3% | $102,460+4.0% | $200,096-46.7% |
| Participation rate | 89.8% | 86.3%+3.5pp | 76.5%+13.3pp | 72.0%+17.8pp |
| Annual return | 16.03% | 35.78%-19.8pp | 29.47%-13.4pp | 34.26%-18.2pp |
| Employer contribution / active EE | $4,699 | $3,605+30.4% | $3,025+55.3% | $3,038+54.7% |
| Participant deferral / active EE | $6,397 | $6,377+0.3% | $5,056+26.5% | $5,090+25.7% |
| Admin fee / account holder | $26 | $122-78.8% | $9,460-99.7% | $269-90.4% |