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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $26,433 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,440 | $79,184+178.4% | $102,438+115.2% | $74,546+195.7% |
| Participation rate | 93.7% | 74.8%+18.9pp | 76.5%+17.2pp | 67.2%+26.5pp |
| Annual return | 17.17% | 54.95%-37.8pp | 29.37%-12.2pp | 1366.03%-1348.9pp |
| Employer contribution / active EE | $3,917 | $2,362+65.8% | $3,024+29.5% | $2,624+49.3% |
| Participant deferral / active EE | $10,876 | $4,414+146.4% | $5,054+115.2% | $4,347+150.2% |
| Admin fee / account holder | $111 | $2,001-94.4% | $9,448-98.8% | $1,944-94.3% |