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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 | $101,591+284.4% | $147,096+165.5% | $74,429+424.6% |
| Participation rate | 97.9% | 75.5%+22.4pp | 82.2%+15.8pp | 67.2%+30.7pp |
| Annual return | 15.96% | 8746.45%-8730.5pp | 419.75%-403.8pp | 1368.38%-1352.4pp |
| Employer contribution / active EE | $13,129 | $3,813+244.4% | $4,936+166.0% | $2,625+400.2% |
| Participant deferral / active EE | $12,306 | $7,302+68.5% | $8,071+52.5% | $4,348+183.0% |
| Admin fee / account holder | $13 | $1,750-99.3% | $13,005-99.9% | $1,944-99.3% |