Filed May 8, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $44,323 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,904 | $129,021+23.9% | $184,203-13.2% | $77,643+105.9% |
| Participation rate | 79.1% | 87.3%-8.2pp | 86.8%-7.7pp | 70.6%+8.6pp |
| Annual return | 15.83% | 33.27%-17.4pp | 28.81%-13.0pp | 31.24%-15.4pp |
| Employer contribution / active EE | $7,166 | $4,413+62.4% | $6,427+11.5% | $2,726+162.9% |
| Participant deferral / active EE | $4,439 | $7,297-39.2% | $9,131-51.4% | $4,647-4.5% |
| Admin fee / account holder | $115 | $254-54.8% | $13,901-99.2% | $430-73.3% |