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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 | $46,464-27.4% | $150,298-77.6% | $79,634-57.7% |
| Participation rate | 47.9% | 57.0%-9.1pp | 77.8%-29.9pp | 62.5%-14.6pp |
| Annual return | 13.18% | 27.89%-14.7pp | 62.79%-49.6pp | 36.46%-23.3pp |
| Employer contribution / active EE | $905 | $1,512-40.1% | $4,154-78.2% | $2,529-64.2% |
| Participant deferral / active EE | $1,183 | $2,157-45.2% | $5,453-78.3% | $3,835-69.2% |
| Admin fee / account holder | $284 | $891-68.1% | $14,116-98.0% | $1,002-71.7% |