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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 | $101,672+284.1% | $147,117+165.4% | $74,478+424.3% |
| Participation rate | 97.9% | 75.5%+22.4pp | 82.2%+15.7pp | 67.2%+30.7pp |
| Annual return | 15.96% | 8757.83%-8741.9pp | 420.54%-404.6pp | 1370.56%-1354.6pp |
| Employer contribution / active EE | $13,129 | $3,813+244.3% | $4,932+166.2% | $2,626+399.9% |
| Participant deferral / active EE | $12,306 | $7,305+68.5% | $8,065+52.6% | $4,350+182.9% |
| Admin fee / account holder | $13 | $1,753-99.3% | $12,993-99.9% | $1,946-99.3% |