Filed September 19, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO6+ years Service code 37 · EIN 04-2647786 | Loan Processing | $125,915 |
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 | $68,926 | $53,932+27.8% | $134,143-48.6% | $90,288-23.7% |
| Participation rate | 98.5% | 60.4%+38.1pp | 72.2%+26.3pp | 73.4%+25.1pp |
| Annual return | 14.45% | 23.16%-8.7pp | 36.33%-21.9pp | 53.97%-39.5pp |
| Employer contribution / active EE | $2,692 | $1,611+67.1% | $3,704-27.3% | $2,524+6.7% |
| Participant deferral / active EE | $7,089 | $2,432+191.4% | $3,499+102.6% | $4,232+67.5% |
| Admin fee / account holder | $61 | $104-41.3% | $6,684-99.1% | $114-46.7% |