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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO5+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,163 |
FID INV INST OPS CO3 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 | $24,168 | $47,456-49.1% | $172,757-86.0% | $77,775-68.9% |
| Participation rate | 83.5% | 66.3%+17.2pp | 82.6%+0.9pp | 73.2%+10.3pp |
| Annual return | 23.36% | 35.57%-12.2pp | 803.06%-779.7pp | 32.58%-9.2pp |
| Employer contribution / active EE | $576 | $1,574-63.4% | $5,144-88.8% | $2,504-77.0% |
| Participant deferral / active EE | $3,172 | $2,560+23.9% | $5,198-39.0% | $3,966-20.0% |
| Admin fee / account holder | $4 | $81-95.6% | $13,956-100.0% | $100-96.5% |