Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $57,682 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,856 | $69,774+137.7% | $67,561+145.5% | $74,429+122.8% |
| Participation rate | 58.0% | 71.4%-13.4pp | 72.9%-14.9pp | 67.2%-9.2pp |
| Annual return | 13.43% | -40.53%+54.0pp | 3525.44%-3512.0pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $9,676 | $2,710+257.0% | $2,735+253.8% | $2,625+268.6% |
| Participant deferral / active EE | $6,544 | $3,636+80.0% | $4,003+63.5% | $4,348+50.5% |
| Admin fee / account holder | $162 | $890-81.8% | $4,006-96.0% | $1,944-91.7% |