Filed December 20, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO5+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$289,473 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,126 | $53,565+4.8% | $172,757-67.5% | $82,204-31.7% |
| Participation rate | 95.8% | 69.6%+26.1pp | 82.6%+13.1pp | 73.4%+22.4pp |
| Annual return | 22.10% | 31.42%-9.3pp | 803.06%-781.0pp | 26.31%-4.2pp |
| Employer contribution / active EE | $0 | $1,857-100.0% | $5,144-100.0% | $2,707-100.0% |
| Participant deferral / active EE | $4,933 | $3,006+64.1% | $5,198-5.1% | $4,246+16.2% |
| Admin fee / account holder | -$33 | $61-153.1% | $13,956-100.2% | $76-143.1% |