Filed September 19, 2018 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO7+ years Service code 37 · EIN 04-2647786 | Loan Processing | $118,525 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,235 | $62,943+21.1% | $142,908-46.7% | $93,010-18.0% |
| Participation rate | 96.8% | 63.3%+33.5pp | 72.0%+24.9pp | 73.9%+22.9pp |
| Annual return | 13.82% | 16.28%-2.5pp | 5640.16%-5626.3pp | 158.70%-144.9pp |
| Employer contribution / active EE | $2,683 | $1,374+95.4% | $4,146-35.3% | $2,705-0.8% |
| Participant deferral / active EE | $6,907 | $2,841+143.1% | $3,838+79.9% | $4,561+51.4% |
| Admin fee / account holder | $58 | $103-43.5% | $6,560-99.1% | $152-61.7% |