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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $40,105 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $329,438 | $41,467+694.5% | $67,313+389.4% | $55,725+491.2% |
| Participation rate | 99.2% | 62.5%+36.7pp | 69.1%+30.1pp | 70.9%+28.3pp |
| Annual return | -4.39% | 0.82%-5.2pp | -4.08%-0.3pp | 244.93%-249.3pp |
| Employer contribution / active EE | $9,390 | $1,316+613.3% | $2,566+266.0% | $2,078+351.8% |
| Participant deferral / active EE | $19,664 | $2,399+719.5% | $3,568+451.1% | $3,356+486.0% |
| Admin fee / account holder | $104 | $102+2.0% | $4,507-97.7% | $115-9.6% |