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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $114,326 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $5,700 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,011 | $90,064-25.6% | $100,392-33.3% | $77,736-13.8% |
| Participation rate | 93.0% | 81.3%+11.7pp | 81.5%+11.5pp | 70.6%+22.4pp |
| Annual return | 17.37% | 20.61%-3.2pp | 49.45%-32.1pp | 31.26%-13.9pp |
| Employer contribution / active EE | $2,236 | $3,043-26.5% | $3,941-43.3% | $2,728-18.0% |
| Participant deferral / active EE | $7,720 | $8,282-6.8% | $8,090-4.6% | $4,651+66.0% |
| Admin fee / account holder | $139 | $172-19.3% | $7,904-98.2% | $433-68.0% |