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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4+ years Service code 37 · EIN 04-2647786 | Loan Processing | $8,380 |
FID INV INST OPS CO2 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,791 | $45,382-56.4% | $154,110-87.2% | $75,289-73.7% |
| Participation rate | 80.8% | 65.9%+14.9pp | 83.0%-2.2pp | 72.4%+8.4pp |
| Annual return | -5.11% | -0.47%-4.6pp | 735.22%-740.3pp | -0.04%-5.1pp |
| Employer contribution / active EE | $522 | $1,533-65.9% | $5,298-90.1% | $2,405-78.3% |
| Participant deferral / active EE | $2,769 | $2,384+16.1% | $5,081-45.5% | $3,739-25.9% |
| Admin fee / account holder | $3 | $89-96.5% | $13,412-100.0% | $102-96.9% |