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 Service code 37 · EIN 04-2647786 | Loan Processing | $17,515 |
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 | $44,062 | $43,453+1.4% | $109,313-59.7% | $63,975-31.1% |
| Participation rate | 91.8% | 59.3%+32.6pp | 71.3%+20.6pp | 71.1%+20.7pp |
| Annual return | 9.97% | 9.85%+0.1pp | 22.07%-12.1pp | 48.65%-38.7pp |
| Employer contribution / active EE | $2,114 | $1,799+17.5% | $3,892-45.7% | $2,182-3.1% |
| Participant deferral / active EE | $5,295 | $2,093+153.0% | $3,166+67.2% | $3,356+57.8% |
| Admin fee / account holder | $23 | $79-70.3% | $5,666-99.6% | $70-66.7% |