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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,592 | $53,204+10.1% | $155,556-62.3% | $200,096-70.7% |
| Participation rate | 93.8% | 64.1%+29.7pp | 78.2%+15.6pp | 72.0%+21.8pp |
| Annual return | 12.47% | 41.02%-28.6pp | 64.84%-52.4pp | 34.26%-21.8pp |
| Employer contribution / active EE | $3,084 | $1,850+66.7% | $4,675-34.0% | $3,038+1.5% |
| Participant deferral / active EE | $5,850 | $3,163+84.9% | $5,631+3.9% | $5,090+14.9% |
| Admin fee / account holder | $80 | $186-56.7% | $15,885-99.5% | $269-70.1% |