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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $27,191 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,989 | $106,110+66.8% | $147,005+20.4% | $77,671+127.9% |
| Participation rate | 95.6% | 78.4%+17.2pp | 82.2%+13.4pp | 70.6%+25.0pp |
| Annual return | 19.62% | 56.77%-37.2pp | 418.76%-399.1pp | 31.21%-11.6pp |
| Employer contribution / active EE | $6,815 | $4,065+67.7% | $4,934+38.1% | $2,726+150.0% |
| Participant deferral / active EE | $19,743 | $7,992+147.1% | $8,070+144.7% | $4,648+324.8% |
| Admin fee / account holder | $36 | $338-89.4% | $13,006-99.7% | $430-91.7% |