Filed January 29, 2018
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO6+ years Service code 37 · EIN 04-2647786 | Loan Processing | $201,445 |
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 | $295,616 | $91,206+224.1% | $178,510+65.6% | $79,859+270.2% |
| Participation rate | 93.2% | 69.2%+24.0pp | 81.9%+11.2pp | 69.6%+23.5pp |
| Annual return | 13.86% | 24.20%-10.3pp | 151.13%-137.3pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,946 | $3,257-40.2% | $5,011-61.2% | $2,471-21.2% |
| Participant deferral / active EE | $2,076 | $3,237-35.9% | $5,202-60.1% | $3,741-44.5% |
| Admin fee / account holder | $233 | $6,749-96.5% | $13,988-98.3% | $5,307-95.6% |