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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $31,336 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,194 | $62,164+115.9% | $81,482+64.7% | $74,400+80.4% |
| Participation rate | 89.4% | 64.1%+25.3pp | 69.5%+19.9pp | 67.2%+22.2pp |
| Annual return | 15.99% | 16.50%-0.5pp | 24.79%-8.8pp | 1367.51%-1351.5pp |
| Employer contribution / active EE | $5,077 | $1,884+169.5% | $2,463+106.1% | $2,624+93.4% |
| Participant deferral / active EE | $10,195 | $3,230+215.6% | $3,885+162.4% | $4,348+134.5% |
| Admin fee / account holder | $99 | $1,923-94.8% | $5,761-98.3% | $1,944-94.9% |