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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,195 | $103,641+43.0% | $107,525+37.8% | $102,872+44.1% |
| Participation rate | 89.5% | 79.4%+10.1pp | 75.1%+14.4pp | 73.0%+16.5pp |
| Annual return | 23.13% | 13.08%+10.0pp | 181.32%-158.2pp | 19.06%+4.1pp |
| Employer contribution / active EE | $4,874 | $5,096-4.4% | $3,754+29.8% | $3,526+38.2% |
| Participant deferral / active EE | $13,611 | $3,789+259.2% | $5,116+166.1% | $5,535+145.9% |
| Admin fee / account holder | $73 | $276-73.6% | $8,919-99.2% | $292-75.0% |