Filed January 29, 2018
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $48,862 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $301,196 | $55,446+443.2% | $155,574+93.6% | $74,429+304.7% |
| Participation rate | 48.7% | 61.9%-13.2pp | 78.2%-29.5pp | 67.2%-18.5pp |
| Annual return | 12.74% | 269.20%-256.5pp | 64.87%-52.1pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $687 | $2,266-69.7% | $4,676-85.3% | $2,625-73.8% |
| Participant deferral / active EE | $1,260 | $2,836-55.6% | $5,629-77.6% | $4,348-71.0% |
| Admin fee / account holder | $72 | $1,743-95.8% | $15,914-99.5% | $1,944-96.3% |