Filed December 18, 2002
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$808,698 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $568,759 | $122,128+365.7% | $147,117+286.6% | $200,096+184.2% |
| Participation rate | 95.8% | 78.2%+17.7pp | 82.2%+13.7pp | 72.0%+23.8pp |
| Annual return | 22.43% | 30.58%-8.2pp | 420.54%-398.1pp | 34.26%-11.8pp |
| Employer contribution / active EE | $14,303 | $4,093+249.5% | $4,932+190.0% | $3,038+370.9% |
| Participant deferral / active EE | $15,061 | $8,484+77.5% | $8,065+86.8% | $5,090+195.9% |
| Admin fee / account holder | -$240 | $180-233.5% | $12,993-101.8% | $269-189.0% |