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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $12,298 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $482,295 | $88,360+445.8% | $145,433+231.6% | $67,986+609.4% |
| Participation rate | 98.4% | 65.5%+32.9pp | 82.1%+16.3pp | 57.2%+41.2pp |
| Annual return | 14.40% | 63.15%-48.8pp | 66.58%-52.2pp | 31.67%-17.3pp |
| Employer contribution / active EE | $7,625 | $3,054+149.7% | $4,554+67.4% | $2,019+277.7% |
| Participant deferral / active EE | $9,176 | $5,932+54.7% | $7,897+16.2% | $3,358+173.2% |
| Admin fee / account holder | $68 | $3,313-97.9% | $13,129-99.5% | $3,203-97.9% |