Filed December 9, 2025
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $30,589 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,132 | $50,860+305.3% | $155,574+32.5% | $77,714+165.2% |
| Participation rate | 96.0% | 63.1%+32.9pp | 78.2%+17.8pp | 70.6%+25.4pp |
| Annual return | 14.06% | 34.86%-20.8pp | 64.87%-50.8pp | 31.26%-17.2pp |
| Employer contribution / active EE | $9,054 | $1,991+354.8% | $4,676+93.6% | $2,727+232.0% |
| Participant deferral / active EE | $6,864 | $2,825+143.0% | $5,629+21.9% | $4,649+47.6% |
| Admin fee / account holder | $92 | $436-78.8% | $15,914-99.4% | $433-78.7% |