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 | $50,919+231.2% | $155,556+8.4% | $77,762+116.8% |
| Participation rate | 89.5% | 63.1%+26.4pp | 78.2%+11.2pp | 70.6%+18.9pp |
| Annual return | 13.55% | 34.84%-21.3pp | 64.84%-51.3pp | 31.27%-17.7pp |
| Employer contribution / active EE | $9,185 | $1,991+361.2% | $4,675+96.5% | $2,728+236.7% |
| Participant deferral / active EE | $6,640 | $2,824+135.1% | $5,631+17.9% | $4,651+42.8% |
| Admin fee / account holder | $6 | $437-98.6% | $15,885-100.0% | $433-98.6% |