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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVSTMTS INST OPS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$28,444 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,859 | $92,091+4.1% | $63,018+52.1% | $77,958+23.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 74.8%+25.2pp | 71.6%+28.4pp |
| Annual return | 16.40% | 16.23%+0.2pp | 87.63%-71.2pp | 20.87%-4.5pp |
| Employer contribution / active EE | $6,383 | $3,424+86.4% | $2,761+131.2% | $2,310+176.2% |
| Participant deferral / active EE | $0 | $3,361-100.0% | $3,330-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $48-100.0% | $3,601-100.0% | $97-100.0% |