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 | $76,209-22.2% | $81,370-27.1% | $200,096-70.4% |
| Participation rate | 92.1% | 76.4%+15.7pp | 69.5%+22.5pp | 72.0%+20.0pp |
| Annual return | 25.93% | 15.55%+10.4pp | 24.85%+1.1pp | 34.26%-8.3pp |
| Employer contribution / active EE | $3,423 | $2,807+22.0% | $2,464+38.9% | $3,038+12.7% |
| Participant deferral / active EE | $5,856 | $4,210+39.1% | $3,885+50.7% | $5,090+15.1% |
| Admin fee / account holder | $33 | $146-77.5% | $5,749-99.4% | $269-87.8% |