Filed January 29, 2018
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3+ years Service code 37 · EIN 04-2647786 | Loan Processing | $211,925 |
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 | $280,359 | $84,236+232.8% | $170,435+64.5% | $70,126+299.8% |
| Participation rate | 90.9% | 70.8%+20.1pp | 83.6%+7.3pp | 69.5%+21.4pp |
| Annual return | 15.51% | 23.06%-7.5pp | 205.94%-190.4pp | 73.15%-57.6pp |
| Employer contribution / active EE | $1,683 | $3,387-50.3% | $5,432-69.0% | $2,343-28.2% |
| Participant deferral / active EE | $1,799 | $3,086-41.7% | $4,939-63.6% | $3,332-46.0% |
| Admin fee / account holder | $247 | $5,698-95.7% | $13,881-98.2% | $4,646-94.7% |