Filed December 17, 2021 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$30,004 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,357 | $67,166+0.3% | $57,357+17.4% | $55,191+22.0% |
| Participation rate | 66.5% | 77.7%-11.2pp | 75.1%-8.5pp | 69.2%-2.6pp |
| Annual return | 4.17% | 4.22%0pp | 24.41%-20.2pp | 10.78%-6.6pp |
| Employer contribution / active EE | $3,806 | $2,812+35.4% | $2,689+41.6% | $1,899+100.5% |
| Participant deferral / active EE | $4,947 | $2,835+74.5% | $3,162+56.5% | $3,046+62.4% |
| Admin fee / account holder | -$16 | $44-136.9% | $3,357-100.5% | $91-117.7% |