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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,857 | $57,775+27.8% | $121,214-39.1% | $80,187-7.9% |
| Participation rate | 96.8% | 59.1%+37.6pp | 69.5%+27.2pp | 72.9%+23.8pp |
| Annual return | 17.82% | 20.30%-2.5pp | 987.67%-969.8pp | 40.40%-22.6pp |
| Employer contribution / active EE | $2,751 | $2,132+29.1% | $4,171-34.0% | $2,980-7.7% |
| Participant deferral / active EE | $6,993 | $3,109+124.9% | $4,084+71.2% | $5,016+39.4% |
| Admin fee / account holder | $53 | $122-56.4% | $5,647-99.1% | $145-63.5% |