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 CO10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $120,453 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,772 | $62,541+35.5% | $129,406-34.5% | $200,096-57.6% |
| Participation rate | 97.4% | 56.8%+40.7pp | 69.6%+27.8pp | 72.0%+25.4pp |
| Annual return | 13.37% | 16.95%-3.6pp | 9468.18%-9454.8pp | 34.26%-20.9pp |
| Employer contribution / active EE | $2,855 | $2,392+19.3% | $4,155-31.3% | $3,038-6.0% |
| Participant deferral / active EE | $7,379 | $3,123+136.3% | $4,167+77.1% | $5,090+45.0% |
| Admin fee / account holder | $54 | $167-67.7% | $7,689-99.3% | $269-80.0% |