Filed December 12, 2025 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPS CO. LLC Service code 37 · EIN 04-2647786 | Loan Processing | $31,399 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,058 | $112,156-82.1% | $108,421-81.5% | $101,555-80.2% |
| Participation rate | 93.1% | 83.2%+9.8pp | 80.1%+12.9pp | 74.5%+18.5pp |
| Annual return | 0.00% | 15.85%-15.9pp | 905.61%-905.6pp | 21.00%-21.0pp |
| Employer contribution / active EE | $1,177 | $3,067-61.6% | $3,560-66.9% | $2,972-60.4% |
| Participant deferral / active EE | $1,659 | $6,696-75.2% | $6,564-74.7% | $4,874-66.0% |
| Admin fee / account holder | $4 | $75-94.8% | $7,298-99.9% | $139-97.2% |