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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. Service code 37 · EIN 04-2647786 | Loan Processing | $1,556 |
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 | $100,049 | $52,961+88.9% | $172,752-42.1% | $65,185+53.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 22.91% | 30.12%-7.2pp | 802.97%-780.1pp | 29.38%-6.5pp |
| Employer contribution / active EE | $4,361 | $2,190+99.1% | $5,144-15.2% | $2,177+100.3% |
| Participant deferral / active EE | $6,611 | $2,471+167.5% | $5,198+27.2% | $3,514+88.1% |
| Admin fee / account holder | $5 | $472-98.9% | $13,955-100.0% | $847-99.4% |