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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,525 |
Annual investment return 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 | $58,693 | $106,230-44.7% | $147,080-60.1% | $77,736-24.5% |
| Participation rate | 99.0% | 78.4%+20.6pp | 82.2%+16.8pp | 70.6%+28.4pp |
| Annual return | 12.68% | 56.91%-44.2pp | 420.17%-407.5pp | 31.26%-18.6pp |
| Employer contribution / active EE | $2,506 | $4,072-38.5% | $4,933-49.2% | $2,728-8.1% |
| Participant deferral / active EE | $7,305 | $8,001-8.7% | $8,066-9.4% | $4,651+57.1% |
| Admin fee / account holder | $4 | $338-98.7% | $12,989-100.0% | $433-99.0% |