Filed January 15, 2025
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,106 |
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 | $168,623 | $50,860+231.5% | $155,574+8.4% | $77,714+117.0% |
| Participation rate | 89.5% | 63.1%+26.3pp | 78.2%+11.2pp | 70.6%+18.9pp |
| Annual return | 13.55% | 34.86%-21.3pp | 64.87%-51.3pp | 31.26%-17.7pp |
| Employer contribution / active EE | $9,185 | $1,991+361.4% | $4,676+96.4% | $2,727+236.8% |
| Participant deferral / active EE | $6,640 | $2,825+135.1% | $5,629+18.0% | $4,649+42.8% |
| Admin fee / account holder | $6 | $436-98.6% | $15,914-100.0% | $433-98.6% |