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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2+ years Service code 37 · EIN 04-2647786 | Loan Processing | $147,034 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,782 | $62,928+45.9% | $172,753-46.9% | $67,582+35.8% |
| Participation rate | 92.5% | 64.5%+28.0pp | 82.6%+9.8pp | 71.3%+21.2pp |
| Annual return | 19.13% | 30.36%-11.2pp | 803.00%-783.9pp | 378.57%-359.4pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $137 | $167-17.9% | $13,956-99.0% | $142-3.8% |