Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$33,341 |
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 | $59,026 | $89,808-34.3% | $100,383-41.2% | $77,671-24.0% |
| Participation rate | 89.5% | 81.2%+8.3pp | 81.5%+8.0pp | 70.6%+18.9pp |
| Annual return | 21.02% | 20.62%+0.4pp | 49.26%-28.2pp | 31.21%-10.2pp |
| Employer contribution / active EE | $2,117 | $3,039-30.3% | $3,944-46.3% | $2,726-22.3% |
| Participant deferral / active EE | $6,107 | $8,284-26.3% | $8,086-24.5% | $4,648+31.4% |
| Admin fee / account holder | -$40 | $174-122.9% | $7,900-100.5% | $430-109.3% |