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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. Service code 37 · EIN 04-2647786 | Loan Processing | $1,300 |
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 | $122,609 | $47,163+160.0% | $149,696-18.1% | $74,460+64.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 20.50% | 22.75%-2.3pp | 134.46%-114.0pp | 34.38%-13.9pp |
| Employer contribution / active EE | $4,981 | $1,907+161.2% | $4,821+3.3% | $2,638+88.8% |
| Participant deferral / active EE | $8,567 | $2,730+213.8% | $5,682+50.8% | $4,530+89.1% |
| Admin fee / account holder | $4 | $343-98.9% | $13,212-100.0% | $348-99.0% |