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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 | $50,919+13.1% | $155,556-63.0% | $77,762-25.9% |
| Participation rate | 82.4% | 63.1%+19.3pp | 78.2%+4.2pp | 70.6%+11.8pp |
| Annual return | 14.77% | 34.84%-20.1pp | 64.84%-50.1pp | 31.27%-16.5pp |
| Employer contribution / active EE | $1,621 | $1,991-18.6% | $4,675-65.3% | $2,728-40.6% |
| Participant deferral / active EE | $3,266 | $2,824+15.6% | $5,631-42.0% | $4,651-29.8% |
| Admin fee / account holder | $24 | $437-94.5% | $15,885-99.8% | $433-94.4% |