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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 | $106,230+47.8% | $147,080+6.7% | $77,736+101.9% |
| Participation rate | 88.7% | 78.4%+10.3pp | 82.2%+6.5pp | 70.6%+18.1pp |
| Annual return | 23.21% | 56.91%-33.7pp | 420.17%-397.0pp | 31.26%-8.0pp |
| Employer contribution / active EE | $5,070 | $4,072+24.5% | $4,933+2.8% | $2,728+85.9% |
| Participant deferral / active EE | $19,991 | $8,001+149.9% | $8,066+147.8% | $4,651+329.9% |
| Admin fee / account holder | $4 | $338-98.8% | $12,989-100.0% | $433-99.1% |