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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 42-2647786 | Loan Processing | $3,538 |
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 | $390,479 | $101,499+284.7% | $147,005+165.6% | $74,546+423.8% |
| Participation rate | 97.9% | 75.5%+22.4pp | 82.2%+15.8pp | 67.2%+30.7pp |
| Annual return | 15.96% | 8732.34%-8716.4pp | 418.76%-402.8pp | 1366.03%-1350.1pp |
| Employer contribution / active EE | $13,129 | $3,811+244.5% | $4,934+166.1% | $2,624+400.3% |
| Participant deferral / active EE | $12,306 | $7,304+68.5% | $8,070+52.5% | $4,347+183.1% |
| Admin fee / account holder | $13 | $1,748-99.3% | $13,006-99.9% | $1,944-99.3% |