Filed January 15, 2025
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,350 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,339 | $46,464+339.8% | $150,298+36.0% | $79,634+156.6% |
| Participation rate | 85.7% | 57.0%+28.8pp | 77.8%+8.0pp | 62.5%+23.2pp |
| Annual return | 18.94% | 27.89%-8.9pp | 62.79%-43.8pp | 36.46%-17.5pp |
| Employer contribution / active EE | $9,908 | $1,512+555.5% | $4,154+138.5% | $2,529+291.7% |
| Participant deferral / active EE | $6,913 | $2,157+220.5% | $5,453+26.8% | $3,835+80.3% |
| Admin fee / account holder | $7 | $891-99.3% | $14,116-100.0% | $1,002-99.3% |