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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,096 | $102,385+53.4% | $147,080+6.8% | $80,935+94.1% |
| Participation rate | 89.3% | 75.9%+13.4pp | 82.2%+7.1pp | 67.7%+21.6pp |
| Annual return | 16.06% | 135.09%-119.0pp | 420.17%-404.1pp | 35.66%-19.6pp |
| Employer contribution / active EE | $4,704 | $3,717+26.6% | $4,933-4.7% | $2,757+70.6% |
| Participant deferral / active EE | $12,510 | $6,651+88.1% | $8,066+55.1% | $4,299+191.0% |
| Admin fee / account holder | $8 | $7,951-99.9% | $12,989-99.9% | $6,924-99.9% |