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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $101,591 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,758 | $139,767+5.7% | $153,741-3.9% | $200,096-26.2% |
| Participation rate | 95.2% | 85.1%+10.1pp | 77.1%+18.1pp | 72.0%+23.2pp |
| Annual return | 15.60% | 20.59%-5.0pp | 15.71%-0.1pp | 34.26%-18.7pp |
| Employer contribution / active EE | $14,735 | $6,517+126.1% | $5,042+192.3% | $3,038+385.1% |
| Participant deferral / active EE | $8,610 | $8,055+6.9% | $6,757+27.4% | $5,090+69.2% |
| Admin fee / account holder | $81 | $98-17.0% | $12,749-99.4% | $269-69.8% |