Filed December 5, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $105,802 |
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 | $28,462 | $46,464-38.7% | $150,298-81.1% | $79,634-64.3% |
| Participation rate | 88.7% | 57.0%+31.8pp | 77.8%+11.0pp | 62.5%+26.2pp |
| Annual return | 13.34% | 27.89%-14.6pp | 62.79%-49.5pp | 36.46%-23.1pp |
| Employer contribution / active EE | $916 | $1,512-39.4% | $4,154-78.0% | $2,529-63.8% |
| Participant deferral / active EE | $3,120 | $2,157+44.7% | $5,453-42.8% | $3,835-18.6% |
| Admin fee / account holder | $84 | $891-90.5% | $14,116-99.4% | $1,002-91.6% |