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 | $38,165-25.4% | $189,758-85.0% | $69,255-58.9% |
| Participation rate | 88.7% | 66.7%+22.0pp | 79.8%+8.9pp | 69.0%+19.7pp |
| Annual return | 13.34% | 14.65%-1.3pp | 52.62%-39.3pp | 26.73%-13.4pp |
| Employer contribution / active EE | $916 | $1,589-42.4% | $4,767-80.8% | $2,645-65.4% |
| Participant deferral / active EE | $3,120 | $2,073+50.5% | $5,856-46.7% | $2,890+8.0% |
| Admin fee / account holder | $84 | $714-88.2% | $20,388-99.6% | $733-88.5% |