Filed September 19, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1+ years Filed as: FID INST INV OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $147,363 |
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 | $54,792 | $38,312+43.0% | $100,671-45.6% | $59,188-7.4% |
| Participation rate | 100.0% | 57.4%+42.6pp | 70.7%+29.3pp | 69.4%+30.6pp |
| Annual return | -0.31% | 2.64%-2.9pp | 20.43%-20.7pp | 5.51%-5.8pp |
| Employer contribution / active EE | $5,975 | $1,183+405.2% | $4,012+48.9% | $2,098+184.8% |
| Participant deferral / active EE | $2,134 | $1,847+15.5% | $3,144-32.1% | $3,265-34.6% |
| Admin fee / account holder | $55 | $68-19.2% | $4,850-98.9% | $92-40.6% |