Filed January 29, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO9+ years Service code 37 · EIN 04-2647786 | Loan Processing | $103,354 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $291,978 | $77,939+274.6% | $149,740+95.0% | $75,184+288.4% |
| Participation rate | 75.0% | 65.6%+9.4pp | 78.8%-3.8pp | 67.2%+7.8pp |
| Annual return | 16.92% | 31.53%-14.6pp | 134.51%-117.6pp | 160.78%-143.9pp |
| Employer contribution / active EE | $1,435 | $3,140-54.3% | $4,821-70.2% | $2,671-46.3% |
| Participant deferral / active EE | $1,187 | $3,412-65.2% | $5,683-79.1% | $4,127-71.2% |
| Admin fee / account holder | $136 | $5,953-97.7% | $13,222-99.0% | $5,652-97.6% |