Filed April 29, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3+ years Service code 37 · EIN 04-2647786 | Loan Processing | $300,414 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,592 | $53,136+10.3% | $155,509-62.3% | $199,593-70.6% |
| Participation rate | 93.8% | 64.1%+29.7pp | 78.2%+15.6pp | 72.0%+21.8pp |
| Annual return | 12.47% | 41.15%-28.7pp | 64.67%-52.2pp | 34.25%-21.8pp |
| Employer contribution / active EE | $3,084 | $1,851+66.6% | $4,672-34.0% | $3,034+1.6% |
| Participant deferral / active EE | $5,850 | $3,161+85.1% | $5,626+4.0% | $5,087+15.0% |
| Admin fee / account holder | $80 | $185-56.6% | $15,912-99.5% | $269-70.1% |