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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$230,824 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $250,310 | $128,169+95.3% | $147,117+70.1% | $106,553+134.9% |
| Participation rate | 97.7% | 67.3%+30.4pp | 82.2%+15.6pp | 69.8%+27.9pp |
| Annual return | 23.91% | 17.88%+6.0pp | 420.54%-396.6pp | 17.37%+6.5pp |
| Employer contribution / active EE | $10,209 | $3,374+202.5% | $4,932+107.0% | $3,359+204.0% |
| Participant deferral / active EE | $24,825 | $7,665+223.9% | $8,065+207.8% | $5,562+346.3% |
| Admin fee / account holder | -$15 | $88-116.5% | $12,993-100.1% | $80-118.2% |