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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1 year Service code 37 · EIN 04-2647786 | Loan Processing | $52,252 |
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 | $285,897 | $52,303+446.6% | $178,510+60.2% | $73,415+289.4% |
| Participation rate | 97.4% | 65.3%+32.0pp | 81.9%+15.4pp | 72.2%+25.2pp |
| Annual return | 14.58% | 34.76%-20.2pp | 151.13%-136.5pp | 59.30%-44.7pp |
| Employer contribution / active EE | $0 | $1,737-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $2,334-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $38 | $127-69.9% | $13,988-99.7% | $158-75.7% |