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 CO9+ years Service code 37 · EIN 04-2647786 | Loan Processing | $322,030 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,537 | $59,312+2.1% | $149,740-59.6% | $103,657-41.6% |
| Participation rate | 95.7% | 70.3%+25.4pp | 78.8%+16.9pp | 73.4%+22.3pp |
| Annual return | 18.97% | 78.03%-59.1pp | 134.51%-115.5pp | 33.13%-14.2pp |
| Employer contribution / active EE | $0 | $2,187-100.0% | $4,821-100.0% | $3,216-100.0% |
| Participant deferral / active EE | $6,166 | $3,719+65.8% | $5,683+8.5% | $5,218+18.2% |
| Admin fee / account holder | $15 | $103-85.9% | $13,222-99.9% | $114-87.3% |