Filed September 19, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO5+ years Service code 37 · EIN 04-2647786 | Loan Processing | $117,355 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,968 | $53,911+3.8% | $130,648-57.2% | $77,787-28.0% |
| Participation rate | 96.8% | 60.2%+36.6pp | 71.7%+25.1pp | 73.2%+23.6pp |
| Annual return | 22.37% | 21.93%+0.4pp | 1708.96%-1686.6pp | 32.57%-10.2pp |
| Employer contribution / active EE | $2,181 | $1,826+19.5% | $4,092-46.7% | $2,504-12.9% |
| Participant deferral / active EE | $5,652 | $2,288+147.0% | $3,603+56.9% | $3,967+42.5% |
| Admin fee / account holder | $55 | $129-57.0% | $5,464-99.0% | $100-44.7% |