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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $35,027 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,584 | $50,820+13.3% | $155,567-63.0% | $77,671-25.9% |
| Participation rate | 82.4% | 63.1%+19.3pp | 78.2%+4.2pp | 70.6%+11.8pp |
| Annual return | 14.77% | 34.85%-20.1pp | 64.74%-50.0pp | 31.21%-16.4pp |
| Employer contribution / active EE | $1,621 | $1,993-18.7% | $4,674-65.3% | $2,726-40.6% |
| Participant deferral / active EE | $3,266 | $2,823+15.7% | $5,628-42.0% | $4,648-29.7% |
| Admin fee / account holder | $24 | $436-94.5% | $15,916-99.8% | $430-94.4% |