Filed October 14, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $117,708 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,048 | $241,101-48.5% | $103,333+20.0% | $199,593-37.8% |
| Participation rate | 84.2% | 78.3%+6.0pp | 74.5%+9.7pp | 72.0%+12.3pp |
| Annual return | 27.88% | 17.80%+10.1pp | 24.88%+3.0pp | 34.25%-6.4pp |
| Employer contribution / active EE | $3,567 | $4,244-16.0% | $3,868-7.8% | $3,034+17.6% |
| Participant deferral / active EE | $9,968 | $3,958+151.9% | $5,057+97.1% | $5,087+96.0% |
| Admin fee / account holder | $69 | $288-76.1% | $8,355-99.2% | $269-74.4% |