Filed January 5, 2026 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$52,169 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,925 | $61,058+214.3% | $71,209+169.5% | $85,563+124.3% |
| Participation rate | 90.6% | 58.6%+32.0pp | 73.8%+16.8pp | 66.0%+24.6pp |
| Annual return | 21.17% | 100.41%-79.2pp | 282.51%-261.3pp | 31.51%-10.3pp |
| Employer contribution / active EE | $7,747 | $2,199+252.4% | $2,721+184.7% | $2,654+191.9% |
| Participant deferral / active EE | $7,781 | $3,173+145.3% | $4,175+86.4% | $4,375+77.8% |
| Admin fee / account holder | -$109 | $855-112.7% | $5,349-102.0% | $834-113.0% |