Filed September 19, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO6+ years Filed as: FID INST INV OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $176,949 |
FID INV INST OPS CO4 years Service code 60 | Sub-TA Fees | $0 |
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 | $97,894 | $53,932+81.5% | $134,162-27.0% | $90,274+8.4% |
| Participation rate | 99.6% | 60.4%+39.3pp | 72.2%+27.4pp | 73.4%+26.3pp |
| Annual return | 13.04% | 23.16%-10.1pp | 36.35%-23.3pp | 53.97%-40.9pp |
| Employer contribution / active EE | $7,937 | $1,611+392.7% | $3,705+114.2% | $2,523+214.5% |
| Participant deferral / active EE | $2,898 | $2,432+19.1% | $3,500-17.2% | $4,231-31.5% |
| Admin fee / account holder | $66 | $104-36.0% | $6,685-99.0% | $114-41.9% |