Filed October 31, 2019
Total covered: 1,232 employees
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1 year Service code 37 · EIN 04-2647786 | Loan Processing | $320,836 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $416,341 | $178,759+132.9% | $102,460+306.3% | $106,553+290.7% |
| Participation rate | 99.2% | 91.3%+7.9pp | 76.5%+22.7pp | 69.8%+29.4pp |
| Annual return | 29.86% | 17.23%+12.6pp | 29.47%+0.4pp | 17.37%+12.5pp |
| Employer contribution / active EE | $14,415 | $5,750+150.7% | $3,025+376.5% | $3,359+329.2% |
| Participant deferral / active EE | $13,567 | $9,466+43.3% | $5,056+168.3% | $5,562+143.9% |
| Admin fee / account holder | $11 | $62-81.9% | $9,460-99.9% | $80-85.9% |