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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4+ years Service code 37 · EIN 04-2647786 | Loan Processing | $196,415 |
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 | $41,498 | $56,095-26.0% | $178,498-76.8% | $90,274-54.0% |
| Participation rate | 89.9% | 65.6%+24.4pp | 81.9%+8.0pp | 73.4%+16.6pp |
| Annual return | 19.77% | 28.81%-9.0pp | 151.09%-131.3pp | 53.97%-34.2pp |
| Employer contribution / active EE | $2,736 | $1,572+74.0% | $5,011-45.4% | $2,523+8.4% |
| Participant deferral / active EE | $3,938 | $2,669+47.6% | $5,202-24.3% | $4,231-6.9% |
| Admin fee / account holder | $78 | $101-22.6% | $13,985-99.4% | $114-31.7% |