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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 | $62,177+115.8% | $81,370+64.9% | $74,478+80.2% |
| Participation rate | 89.4% | 64.1%+25.4pp | 69.5%+19.9pp | 67.2%+22.2pp |
| Annual return | 15.99% | 16.62%-0.6pp | 24.85%-8.9pp | 1370.56%-1354.6pp |
| Employer contribution / active EE | $5,077 | $1,881+169.9% | $2,464+106.0% | $2,626+93.3% |
| Participant deferral / active EE | $10,195 | $3,219+216.7% | $3,885+162.4% | $4,350+134.4% |
| Admin fee / account holder | $99 | $1,927-94.9% | $5,749-98.3% | $1,946-94.9% |