Filed April 29, 2022 (most recent of 2 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 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2+ years Service code 37 · EIN 04-2647786 | Loan Processing | $250,181 |
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 | $53,929 | $50,151+7.5% | $149,717-64.0% | $80,149-32.7% |
| Participation rate | 90.9% | 64.3%+26.6pp | 78.8%+12.1pp | 72.9%+17.9pp |
| Annual return | 18.31% | 29.80%-11.5pp | 134.41%-116.1pp | 40.39%-22.1pp |
| Employer contribution / active EE | $2,700 | $1,867+44.7% | $4,820-44.0% | $2,977-9.3% |
| Participant deferral / active EE | $5,085 | $3,194+59.2% | $5,682-10.5% | $5,015+1.4% |
| Admin fee / account holder | $70 | $153-53.9% | $13,213-99.5% | $145-51.4% |