Filed January 29, 2018
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2+ years Service code 37 · EIN 04-2647786 | Loan Processing | $75,576 |
BONADIO & CO., LLP2+ years Service code 10 · EIN 16-1131146 | Accounting | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,277 | $77,638+248.1% | $156,551+72.6% | $62,881+329.8% |
| Participation rate | 97.5% | 71.2%+26.3pp | 84.0%+13.5pp | 69.3%+28.2pp |
| Annual return | 7.62% | 50.33%-42.7pp | 32.23%-24.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,637 | $3,444-52.5% | $5,501-70.2% | $2,281-28.2% |
| Participant deferral / active EE | $1,739 | $3,046-42.9% | $4,871-64.3% | $3,203-45.7% |
| Admin fee / account holder | $91 | $5,561-98.4% | $13,028-99.3% | $4,296-97.9% |