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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPS CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $25,636 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,724 | $36,002-6.3% | $161,489-79.1% | $64,728-47.9% |
| Participation rate | 47.9% | 57.4%-9.6pp | 78.7%-30.8pp | 57.9%-10.0pp |
| Annual return | 13.18% | 33.93%-20.8pp | 89.72%-76.5pp | 49.38%-36.2pp |
| Employer contribution / active EE | $905 | $1,380-34.4% | $4,268-78.8% | $2,243-59.7% |
| Participant deferral / active EE | $1,183 | $1,815-34.8% | $5,630-79.0% | $2,729-56.7% |
| Admin fee / account holder | $284 | $931-69.5% | $16,006-98.2% | $1,145-75.2% |