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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. Service code 37 · EIN 04-2647786 | Loan Processing | $39,055 |
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 | $122,126 | $50,820+140.3% | $155,567-21.5% | $77,671+57.2% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 17.39% | 34.85%-17.5pp | 64.74%-47.3pp | 31.21%-13.8pp |
| Employer contribution / active EE | $4,415 | $1,993+121.5% | $4,674-5.5% | $2,726+61.9% |
| Participant deferral / active EE | $8,864 | $2,823+214.0% | $5,628+57.5% | $4,648+90.7% |
| Admin fee / account holder | $86 | $436-80.3% | $15,916-99.5% | $430-80.1% |