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| 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 | $90,064-34.5% | $100,415-41.2% | $77,762-24.1% |
| Participation rate | 89.5% | 81.3%+8.2pp | 81.5%+7.9pp | 70.6%+18.9pp |
| Annual return | 21.02% | 20.61%+0.4pp | 49.47%-28.5pp | 31.27%-10.2pp |
| Employer contribution / active EE | $2,117 | $3,043-30.4% | $3,943-46.3% | $2,728-22.4% |
| Participant deferral / active EE | $6,107 | $8,282-26.3% | $8,091-24.5% | $4,651+31.3% |
| Admin fee / account holder | -$40 | $172-123.2% | $7,906-100.5% | $433-109.2% |