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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,300 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,245 | $90,064+14.6% | $100,392+2.8% | $77,736+32.8% |
| Participation rate | 90.4% | 81.3%+9.1pp | 81.5%+8.9pp | 70.6%+19.8pp |
| Annual return | 16.95% | 20.61%-3.7pp | 49.45%-32.5pp | 31.26%-14.3pp |
| Employer contribution / active EE | $484 | $3,043-84.1% | $3,941-87.7% | $2,728-82.3% |
| Participant deferral / active EE | $13,547 | $8,282+63.6% | $8,090+67.5% | $4,651+191.3% |
| Admin fee / account holder | $4 | $172-97.7% | $7,904-99.9% | $433-99.1% |