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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $84,332 |
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 | $73,076 | $53,204+37.4% | $155,556-53.0% | $200,096-63.5% |
| Participation rate | 94.2% | 64.1%+30.1pp | 78.2%+15.9pp | 72.0%+22.1pp |
| Annual return | 19.32% | 41.02%-21.7pp | 64.84%-45.5pp | 34.26%-14.9pp |
| Employer contribution / active EE | $3,027 | $1,850+63.6% | $4,675-35.3% | $3,038-0.4% |
| Participant deferral / active EE | $12,954 | $3,163+309.5% | $5,631+130.1% | $5,090+154.5% |
| Admin fee / account holder | $20 | $186-89.2% | $15,885-99.9% | $269-92.6% |