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 | $3,049 |
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 | $56,192 | $47,078+19.4% | $100,671-44.2% | $55,191+1.8% |
| Participation rate | 26.9% | 58.0%-31.1pp | 70.7%-43.8pp | 69.2%-42.2pp |
| Annual return | -0.58% | 0.65%-1.2pp | 20.43%-21.0pp | 10.78%-11.4pp |
| Employer contribution / active EE | $0 | $1,065-100.0% | $4,012-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $795 | $2,038-61.0% | $3,144-74.7% | $3,046-73.9% |
| Admin fee / account holder | $4 | $153-97.1% | $4,850-99.9% | $91-95.1% |