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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,150 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,967 | $106,110+47.9% | $147,005+6.8% | $77,671+102.1% |
| Participation rate | 88.7% | 78.4%+10.3pp | 82.2%+6.5pp | 70.6%+18.1pp |
| Annual return | 23.21% | 56.77%-33.6pp | 418.76%-395.6pp | 31.21%-8.0pp |
| Employer contribution / active EE | $5,070 | $4,065+24.7% | $4,934+2.7% | $2,726+85.9% |
| Participant deferral / active EE | $19,991 | $7,992+150.1% | $8,070+147.7% | $4,648+330.1% |
| Admin fee / account holder | $4 | $338-98.8% | $13,006-100.0% | $430-99.1% |