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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $63,396 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,280 | $106,230+175.1% | $147,080+98.7% | $77,736+276.0% |
| Participation rate | 88.2% | 78.4%+9.8pp | 82.2%+6.0pp | 70.6%+17.6pp |
| Annual return | 18.18% | 56.91%-38.7pp | 420.17%-402.0pp | 31.26%-13.1pp |
| Employer contribution / active EE | $5,999 | $4,072+47.3% | $4,933+21.6% | $2,728+119.9% |
| Participant deferral / active EE | $23,026 | $8,001+187.8% | $8,066+185.5% | $4,651+395.1% |
| Admin fee / account holder | $98 | $338-71.0% | $12,989-99.2% | $433-77.4% |