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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2 years Service code 37 · EIN 04-2647786 | Loan Processing | $38,739 |
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 | $320,080 | $56,540+466.1% | $185,849+72.2% | $86,821+268.7% |
| Participation rate | 96.1% | 65.5%+30.6pp | 81.7%+14.4pp | 72.3%+23.8pp |
| Annual return | 13.32% | 118.20%-104.9pp | 122.10%-108.8pp | 97.94%-84.6pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,169-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $5,569-100.0% | $4,132-100.0% |
| Admin fee / account holder | $39 | $150-73.8% | $16,244-99.8% | $170-76.9% |