Filed December 12, 2024
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $108,461 |
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 | $59,325 | $76,172-22.1% | $81,286-27.0% | $199,921-70.3% |
| Participation rate | 92.1% | 76.2%+15.8pp | 69.5%+22.5pp | 72.0%+20.0pp |
| Annual return | 25.93% | 15.59%+10.3pp | 24.80%+1.1pp | 34.28%-8.4pp |
| Employer contribution / active EE | $3,423 | $2,800+22.2% | $2,463+39.0% | $3,035+12.8% |
| Participant deferral / active EE | $5,856 | $4,200+39.4% | $3,883+50.8% | $5,089+15.1% |
| Admin fee / account holder | $33 | $146-77.5% | $5,764-99.4% | $269-87.8% |