Filed September 19, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO9+ years Service code 37 · EIN 04-2647786 | Loan Processing | $116,917 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,857 | $57,570+28.3% | $121,098-39.0% | $80,160-7.9% |
| Participation rate | 96.8% | 58.8%+37.9pp | 69.5%+27.3pp | 72.9%+23.8pp |
| Annual return | 17.82% | 20.42%-2.6pp | 985.75%-967.9pp | 40.38%-22.6pp |
| Employer contribution / active EE | $2,751 | $2,119+29.8% | $4,164-33.9% | $2,978-7.6% |
| Participant deferral / active EE | $6,993 | $3,092+126.1% | $4,080+71.4% | $5,017+39.4% |
| Admin fee / account holder | $53 | $121-56.3% | $5,644-99.1% | $145-63.5% |