Filed December 20, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1+ years Service code 37 · EIN 04-2647786 | Loan Processing | $64,069 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,011 | $63,964-32.8% | $147,618-70.9% | $67,505-36.3% |
| Participation rate | 94.6% | 68.6%+26.0pp | 84.6%+9.9pp | 71.2%+23.4pp |
| Annual return | 1.63% | 9.05%-7.4pp | 61.98%-60.3pp | 6.52%-4.9pp |
| Employer contribution / active EE | $0 | $1,618-100.0% | $5,564-100.0% | $2,173-100.0% |
| Participant deferral / active EE | $4,507 | $2,589+74.1% | $4,895-7.9% | $3,597+25.3% |
| Admin fee / account holder | -$63 | $43-247.5% | $11,612-100.5% | $56-212.4% |