Filed December 17, 2021 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$61,661 |
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 | $85,346 | $85,199+0.2% | $57,196+49.2% | $63,975+33.4% |
| Participation rate | 53.8% | 74.0%-20.2pp | 75.3%-21.5pp | 71.1%-17.3pp |
| Annual return | 7.74% | 10.43%-2.7pp | 14.59%-6.9pp | 48.65%-40.9pp |
| Employer contribution / active EE | $3,928 | $3,446+14.0% | $2,683+46.4% | $2,182+80.0% |
| Participant deferral / active EE | $5,201 | $3,109+67.3% | $3,096+68.0% | $3,356+55.0% |
| Admin fee / account holder | $0 | $39-100.0% | $3,141-100.0% | $70-100.0% |