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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$201,476 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $924,154 | $138,385+567.8% | $184,200+401.7% | $80,874+1042.7% |
| Participation rate | 96.9% | 83.9%+13.0pp | 86.8%+10.1pp | 67.6%+29.3pp |
| Annual return | 11.43% | 20.02%-8.6pp | 28.80%-17.4pp | 35.62%-24.2pp |
| Employer contribution / active EE | $31,841 | $4,849+556.6% | $6,424+395.7% | $2,756+1055.5% |
| Participant deferral / active EE | $19,537 | $7,073+176.2% | $9,132+113.9% | $4,297+354.7% |
| Admin fee / account holder | $0 | $10,483-100.0% | $13,907-100.0% | $6,935-100.0% |