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 Service code 37 · EIN 04-2647786 | Loan Processing | $20,544 |
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 | $34,398 | $38,312-10.2% | $100,671-65.8% | $59,188-41.9% |
| Participation rate | 90.5% | 57.4%+33.1pp | 70.7%+19.8pp | 69.4%+21.1pp |
| Annual return | -0.64% | 2.64%-3.3pp | 20.43%-21.1pp | 5.51%-6.2pp |
| Employer contribution / active EE | $1,816 | $1,183+53.6% | $4,012-54.7% | $2,098-13.4% |
| Participant deferral / active EE | $4,423 | $1,847+139.5% | $3,144+40.7% | $3,265+35.5% |
| Admin fee / account holder | $10 | $68-85.1% | $4,850-99.8% | $92-89.0% |