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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4 years Service code 37 · EIN 04-2647786 | Loan Processing | $41,836 |
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 | $322,732 | $47,173+584.1% | $149,740+115.5% | $74,478+333.3% |
| Participation rate | 93.6% | 63.4%+30.2pp | 78.8%+14.8pp | 70.7%+22.8pp |
| Annual return | 16.28% | 22.75%-6.5pp | 134.51%-118.2pp | 34.37%-18.1pp |
| Employer contribution / active EE | $0 | $1,903-100.0% | $4,821-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,683-100.0% | $4,530-100.0% |
| Admin fee / account holder | $44 | $343-87.2% | $13,222-99.7% | $347-87.3% |