Filed December 12, 2014 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $51,126 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $364,227 | $44,059+726.7% | $71,671+408.2% | $69,634+423.1% |
| Participation rate | 99.0% | 60.8%+38.2pp | 68.7%+30.2pp | 70.7%+28.3pp |
| Annual return | 14.79% | 21.97%-7.2pp | 20.65%-5.9pp | 27572.26%-27557.5pp |
| Employer contribution / active EE | $8,846 | $1,305+577.9% | $2,460+259.6% | $2,032+335.3% |
| Participant deferral / active EE | $18,221 | $2,370+668.9% | $3,438+430.0% | $3,224+465.2% |
| Admin fee / account holder | $101 | $108-5.8% | $5,558-98.2% | $110-8.2% |