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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 | $92,076+60.3% | $105,608+39.7% | $77,714+89.9% |
| Participation rate | 93.3% | 81.0%+12.3pp | 75.3%+18.1pp | 70.6%+22.8pp |
| Annual return | 17.07% | 17.84%-0.8pp | 116.50%-99.4pp | 31.26%-14.2pp |
| Employer contribution / active EE | $3,636 | $3,370+7.9% | $3,167+14.8% | $2,727+33.4% |
| Participant deferral / active EE | $9,757 | $5,390+81.0% | $5,010+94.8% | $4,649+109.9% |
| Admin fee / account holder | -$69 | $219-131.6% | $11,028-100.6% | $433-115.9% |