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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 | $38,165-11.6% | $189,758-82.2% | $69,255-51.3% |
| Participation rate | 47.9% | 66.7%-18.8pp | 79.8%-31.9pp | 69.0%-21.1pp |
| Annual return | 13.18% | 14.65%-1.5pp | 52.62%-39.4pp | 26.73%-13.5pp |
| Employer contribution / active EE | $905 | $1,589-43.1% | $4,767-81.0% | $2,645-65.8% |
| Participant deferral / active EE | $1,183 | $2,073-42.9% | $5,856-79.8% | $2,890-59.1% |
| Admin fee / account holder | $284 | $714-60.2% | $20,388-98.6% | $733-61.2% |