Filed December 20, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO6+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$96,700 |
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 | $62,007 | $63,259-2.0% | $178,510-65.3% | $93,223-33.5% |
| Participation rate | 96.2% | 72.1%+24.0pp | 81.9%+14.2pp | 74.9%+21.3pp |
| Annual return | 13.99% | 19.93%-5.9pp | 151.13%-137.1pp | 19.29%-5.3pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $5,011-100.0% | $2,680-100.0% |
| Participant deferral / active EE | $5,116 | $3,372+51.7% | $5,202-1.7% | $4,563+12.1% |
| Admin fee / account holder | -$11 | $58-118.2% | $13,988-100.1% | $79-113.3% |