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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$74,833 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,581 | $92,186+60.1% | $105,624+39.7% | $77,762+89.8% |
| Participation rate | 93.3% | 81.0%+12.3pp | 75.3%+18.1pp | 70.6%+22.8pp |
| Annual return | 17.07% | 17.83%-0.8pp | 116.20%-99.1pp | 31.27%-14.2pp |
| Employer contribution / active EE | $3,636 | $3,376+7.7% | $3,168+14.8% | $2,728+33.3% |
| Participant deferral / active EE | $9,757 | $5,395+80.9% | $5,013+94.7% | $4,651+109.8% |
| Admin fee / account holder | -$69 | $219-131.5% | $10,961-100.6% | $433-116.0% |