Filed April 29, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1+ years Service code 37 · EIN 04-2647786 | Loan Processing | $192,080 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,951 | $45,000-0.1% | $143,799-68.7% | $77,906-42.3% |
| Participation rate | 93.3% | 66.8%+26.5pp | 80.3%+13.0pp | 73.7%+19.6pp |
| Annual return | 0.00% | 29.03%-29.0pp | -0.04%0pp | 12.16%-12.2pp |
| Employer contribution / active EE | $3,059 | $1,870+63.6% | $4,952-38.2% | $2,846+7.5% |
| Participant deferral / active EE | $5,783 | $3,157+83.2% | $5,638+2.6% | $4,805+20.4% |
| Admin fee / account holder | $56 | $98-43.4% | $14,677-99.6% | $133-58.0% |