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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,406 |
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 | $413,078 | $101,672+306.3% | $147,117+180.8% | $74,478+454.6% |
| Participation rate | 93.8% | 75.5%+18.3pp | 82.2%+11.7pp | 67.2%+26.6pp |
| Annual return | 14.54% | 8757.83%-8743.3pp | 420.54%-406.0pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $19,237 | $3,813+404.5% | $4,932+290.0% | $2,626+632.5% |
| Participant deferral / active EE | $10,824 | $7,305+48.2% | $8,065+34.2% | $4,350+148.8% |
| Admin fee / account holder | $24 | $1,753-98.7% | $12,993-99.8% | $1,946-98.8% |