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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $54,481 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,815 | $82,879+44.6% | $96,576+24.1% | $67,986+76.2% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.4%+14.9pp | 57.2%+39.2pp |
| Annual return | 18.98% | 36.90%-17.9pp | 38.47%-19.5pp | 31.67%-12.7pp |
| Employer contribution / active EE | $316 | $2,727-88.4% | $3,553-91.1% | $2,019-84.3% |
| Participant deferral / active EE | $8,321 | $6,976+19.3% | $7,956+4.6% | $3,358+147.8% |
| Admin fee / account holder | $156 | $2,783-94.4% | $11,381-98.6% | $3,203-95.1% |