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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INSTIT OPERATION CO Service code 37 · EIN 04-2647786 | Loan Processing | -$16,754 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,153 | $68,092+73.5% | $73,309+61.2% | $59,188+99.6% |
| Participation rate | 77.9% | 78.1%-0.2pp | 74.9%+3.0pp | 69.4%+8.5pp |
| Annual return | 1.96% | 5.93%-4.0pp | 5.67%-3.7pp | 5.51%-3.5pp |
| Employer contribution / active EE | $1,140 | $2,018-43.5% | $3,237-64.8% | $2,098-45.7% |
| Participant deferral / active EE | $3,907 | $5,041-22.5% | $4,991-21.7% | $3,265+19.7% |
| Admin fee / account holder | -$13 | $630-102.1% | $5,635-100.2% | $92-114.6% |