Filed December 20, 2018 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO8+ years Service code 37 · EIN 04-2647786 | Loan Processing | $318,491 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,307 | $52,346+3.7% | $143,801-62.2% | $78,104-30.5% |
| Participation rate | 94.1% | 72.7%+21.4pp | 80.3%+13.8pp | 74.5%+19.6pp |
| Annual return | -14.78% | -14.19%-0.6pp | -0.04%-14.7pp | 10.90%-25.7pp |
| Employer contribution / active EE | $0 | $2,131-100.0% | $4,952-100.0% | $3,128-100.0% |
| Participant deferral / active EE | $5,876 | $3,800+54.6% | $5,639+4.2% | $5,089+15.5% |
| Admin fee / account holder | $28 | $63-55.9% | $14,680-99.8% | $79-64.6% |