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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$83,349 |
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 | $163,604 | $107,218+52.6% | $115,768+41.3% | $79,634+105.4% |
| Participation rate | 91.9% | 76.8%+15.1pp | 74.4%+17.5pp | 62.5%+29.4pp |
| Annual return | 19.61% | 15.41%+4.2pp | 100.46%-80.9pp | 36.46%-16.9pp |
| Employer contribution / active EE | $3,742 | $3,627+3.2% | $2,940+27.3% | $2,529+47.9% |
| Participant deferral / active EE | $10,699 | $5,091+110.2% | $4,917+117.6% | $3,835+179.0% |
| Admin fee / account holder | -$74 | $576-112.9% | $12,439-100.6% | $1,002-107.4% |