Filed January 29, 2018
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO7+ years Service code 37 · EIN 04-2647786 | Loan Processing | $263,055 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $304,493 | $95,424+219.1% | $185,854+63.8% | $85,852+254.7% |
| Participation rate | 93.2% | 68.8%+24.4pp | 81.7%+11.5pp | 69.3%+23.9pp |
| Annual return | 12.21% | 23.59%-11.4pp | 122.12%-109.9pp | 318.66%-306.4pp |
| Employer contribution / active EE | $2,122 | $3,314-36.0% | $5,169-58.9% | $2,566-17.3% |
| Participant deferral / active EE | $2,289 | $3,424-33.1% | $5,569-58.9% | $3,952-42.1% |
| Admin fee / account holder | $301 | $7,215-95.8% | $16,246-98.1% | $6,261-95.2% |