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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. Service code 37 · EIN 04-2647786 | Loan Processing | $719 |
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 | $67,949 | $46,732+45.4% | $156,551-56.6% | $55,167+23.2% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 9.10% | 17.72%-8.6pp | 32.23%-23.1pp | 169.23%-160.1pp |
| Employer contribution / active EE | $4,791 | $2,105+127.6% | $5,501-12.9% | $1,963+144.1% |
| Participant deferral / active EE | $5,754 | $2,204+161.0% | $4,871+18.1% | $3,054+88.4% |
| Admin fee / account holder | $3 | $418-99.2% | $13,028-100.0% | $504-99.3% |