Filed December 20, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $361,551 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,473 | $73,283-9.3% | $155,556-57.3% | $106,553-37.6% |
| Participation rate | 96.1% | 73.3%+22.8pp | 78.2%+17.9pp | 69.8%+26.3pp |
| Annual return | 14.49% | 15.76%-1.3pp | 64.84%-50.3pp | 17.37%-2.9pp |
| Employer contribution / active EE | $0 | $2,241-100.0% | $4,675-100.0% | $3,359-100.0% |
| Participant deferral / active EE | $6,324 | $4,567+38.5% | $5,631+12.3% | $5,562+13.7% |
| Admin fee / account holder | $16 | $56-71.9% | $15,885-99.9% | $80-80.3% |