Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,675 |
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 | $343,867 | $122,042+181.8% | $184,243+86.6% | $74,429+362.0% |
| Participation rate | 87.5% | 85.5%+2.0pp | 86.8%+0.7pp | 67.2%+20.3pp |
| Annual return | 18.98% | 19.91%-0.9pp | 28.82%-9.8pp | 1368.38%-1349.4pp |
| Employer contribution / active EE | $10,935 | $4,538+141.0% | $6,427+70.1% | $2,625+316.6% |
| Participant deferral / active EE | $23,091 | $7,143+223.3% | $9,132+152.8% | $4,348+431.0% |
| Admin fee / account holder | $5 | $1,252-99.6% | $13,914-100.0% | $1,944-99.8% |