Filed September 19, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3+ years Service code 37 · EIN 04-2647786 | Loan Processing | $124,468 |
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 | $46,427 | $52,149-11.0% | $122,332-62.0% | $77,958-40.4% |
| Participation rate | 97.6% | 58.6%+39.1pp | 71.6%+26.0pp | 71.6%+26.0pp |
| Annual return | 16.49% | 17.75%-1.3pp | 30.27%-13.8pp | 20.87%-4.4pp |
| Employer contribution / active EE | $1,339 | $1,750-23.5% | $4,050-67.0% | $2,310-42.1% |
| Participant deferral / active EE | $5,287 | $2,114+150.0% | $3,287+60.9% | $3,537+49.5% |
| Admin fee / account holder | $60 | $93-35.3% | $5,478-98.9% | $97-38.1% |