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 | $232,640 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,988 | $178,759-37.4% | $102,460+9.3% | $106,553+5.1% |
| Participation rate | 98.0% | 91.3%+6.7pp | 76.5%+21.4pp | 69.8%+28.1pp |
| Annual return | 26.55% | 17.23%+9.3pp | 29.47%-2.9pp | 17.37%+9.2pp |
| Employer contribution / active EE | $4,202 | $5,750-26.9% | $3,025+38.9% | $3,359+25.1% |
| Participant deferral / active EE | $7,466 | $9,466-21.1% | $5,056+47.7% | $5,562+34.2% |
| Admin fee / account holder | $15 | $62-76.5% | $9,460-99.8% | $80-81.7% |