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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. Service code 37 · EIN 04-2647786 | Loan Processing | $888 |
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 | $107,911 | $65,092+65.8% | $143,799-25.0% | $66,938+61.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -16.03% | -11.14%-4.9pp | -0.04%-16.0pp | 1.58%-17.6pp |
| Employer contribution / active EE | $4,909 | $2,362+107.9% | $4,952-0.9% | $2,545+92.9% |
| Participant deferral / active EE | $8,342 | $2,920+185.7% | $5,638+47.9% | $4,238+96.8% |
| Admin fee / account holder | $3 | $502-99.5% | $14,677-100.0% | $594-99.6% |