Filed September 19, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2+ years Filed as: FID INST INV OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,623 | $41,281+109.8% | $109,313-20.8% | $57,658+50.2% |
| Participation rate | 26.4% | 59.3%-32.9pp | 71.3%-44.8pp | 70.2%-43.8pp |
| Annual return | 8.46% | 8.97%-0.5pp | 22.07%-13.6pp | 5.13%+3.3pp |
| Employer contribution / active EE | $0 | $1,201-100.0% | $3,892-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $847 | $2,223-61.9% | $3,166-73.3% | $3,061-72.3% |
| Admin fee / account holder | $30 | $75-59.5% | $5,666-99.5% | $95-67.8% |