Filed December 20, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO7+ years Service code 37 · EIN 04-2647786 | Loan Processing | $317,039 |
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 | $68,407 | $69,238-1.2% | $185,854-63.2% | $101,555-32.6% |
| Participation rate | 95.4% | 73.5%+21.9pp | 81.7%+13.7pp | 74.5%+20.8pp |
| Annual return | 13.75% | 21.26%-7.5pp | 122.12%-108.4pp | 21.00%-7.3pp |
| Employer contribution / active EE | $0 | $2,104-100.0% | $5,169-100.0% | $2,972-100.0% |
| Participant deferral / active EE | $5,679 | $3,764+50.9% | $5,569+2.0% | $4,874+16.5% |
| Admin fee / account holder | $33 | $66-49.8% | $16,246-99.8% | $139-76.1% |