Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3 years Service code 37 · EIN 04-2647786 | Loan Processing | $51,822 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $43,910 |
FID INV INST OPS CO2 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $167,365 | $110,483+51.5% | $145,433+15.1% | $79,634+110.2% |
| Participation rate | 90.7% | 71.1%+19.6pp | 82.1%+8.6pp | 62.5%+28.2pp |
| Annual return | 23.07% | 24.62%-1.6pp | 66.58%-43.5pp | 36.46%-13.4pp |
| Employer contribution / active EE | $9,055 | $4,053+123.4% | $4,554+98.8% | $2,529+258.0% |
| Participant deferral / active EE | $19,259 | $7,216+166.9% | $7,897+143.9% | $3,835+402.2% |
| Admin fee / account holder | $153 | $680-77.5% | $13,129-98.8% | $1,002-84.8% |