Filed September 19, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $120,453 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,772 | $62,544+35.5% | $129,207-34.4% | $199,593-57.5% |
| Participation rate | 97.4% | 56.8%+40.7pp | 69.6%+27.8pp | 72.0%+25.5pp |
| Annual return | 13.37% | 16.95%-3.6pp | 9417.33%-9404.0pp | 34.25%-20.9pp |
| Employer contribution / active EE | $2,855 | $2,394+19.2% | $4,153-31.3% | $3,034-5.9% |
| Participant deferral / active EE | $7,379 | $3,123+136.2% | $4,168+77.0% | $5,087+45.1% |
| Admin fee / account holder | $54 | $167-67.7% | $7,715-99.3% | $269-80.0% |