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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $52,197 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,423 | $89,435+43.6% | $164,975-22.2% | $77,714+65.3% |
| Participation rate | 97.6% | 78.6%+19.0pp | 78.6%+19.0pp | 70.6%+27.0pp |
| Annual return | 17.68% | 28.82%-11.1pp | 70.12%-52.4pp | 31.26%-13.6pp |
| Employer contribution / active EE | $3,968 | $2,563+54.8% | $4,343-8.6% | $2,727+45.5% |
| Participant deferral / active EE | $11,354 | $4,901+131.7% | $6,033+88.2% | $4,649+144.2% |
| Admin fee / account holder | $69 | $340-79.8% | $12,688-99.5% | $433-84.2% |