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 | $36,002-20.9% | $161,489-82.4% | $64,728-56.0% |
| Participation rate | 88.7% | 57.4%+31.3pp | 78.7%+10.0pp | 57.9%+30.8pp |
| Annual return | 13.34% | 33.93%-20.6pp | 89.72%-76.4pp | 49.38%-36.0pp |
| Employer contribution / active EE | $916 | $1,380-33.6% | $4,268-78.5% | $2,243-59.2% |
| Participant deferral / active EE | $3,120 | $1,815+71.9% | $5,630-44.6% | $2,729+14.3% |
| Admin fee / account holder | $84 | $931-90.9% | $16,006-99.5% | $1,145-92.6% |