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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 | $42,909-21.4% | $152,093-77.8% | $71,012-52.5% |
| Participation rate | 47.9% | 54.7%-6.8pp | 77.8%-29.9pp | 58.6%-10.7pp |
| Annual return | 13.18% | 30.57%-17.4pp | 66.36%-53.2pp | 37.67%-24.5pp |
| Employer contribution / active EE | $905 | $1,369-33.9% | $4,175-78.3% | $2,348-61.5% |
| Participant deferral / active EE | $1,183 | $1,904-37.9% | $5,451-78.3% | $3,246-63.6% |
| Admin fee / account holder | $284 | $1,014-72.0% | $14,497-98.0% | $1,167-75.7% |