Filed October 14, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $139,142 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $148,195 | $106,351+39.3% | $105,223+40.8% | $103,975+42.5% |
| Participation rate | 89.5% | 80.0%+9.5pp | 75.0%+14.5pp | 72.5%+17.0pp |
| Annual return | 23.13% | 11.69%+11.4pp | 180.65%-157.5pp | 19.41%+3.7pp |
| Employer contribution / active EE | $4,874 | $5,336-8.7% | $3,689+32.1% | $3,722+30.9% |
| Participant deferral / active EE | $13,611 | $3,221+322.6% | $5,072+168.4% | $5,343+154.8% |
| Admin fee / account holder | $73 | $316-76.9% | $8,859-99.2% | $332-78.0% |