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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,339 | $50,982+300.8% | $154,803+32.0% | $85,563+138.8% |
| Participation rate | 85.7% | 59.8%+25.9pp | 78.1%+7.6pp | 66.0%+19.7pp |
| Annual return | 18.94% | 30.35%-11.4pp | 58.88%-39.9pp | 31.51%-12.6pp |
| Employer contribution / active EE | $9,908 | $1,708+480.0% | $4,305+130.1% | $2,654+273.4% |
| Participant deferral / active EE | $6,913 | $2,474+179.4% | $5,540+24.8% | $4,375+58.0% |
| Admin fee / account holder | $7 | $846-99.2% | $14,329-100.0% | $834-99.2% |