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 | $36,904-22.9% | $158,223-82.0% | $65,191-56.3% |
| Participation rate | 88.7% | 62.1%+26.6pp | 79.2%+9.5pp | 63.0%+25.7pp |
| Annual return | 13.34% | 24.43%-11.1pp | 52.09%-38.8pp | 51.24%-37.9pp |
| Employer contribution / active EE | $916 | $1,489-38.5% | $4,109-77.7% | $2,400-61.8% |
| Participant deferral / active EE | $3,120 | $1,936+61.2% | $5,467-42.9% | $2,671+16.8% |
| Admin fee / account holder | $84 | $793-89.4% | $16,047-99.5% | $907-90.7% |