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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2+ years Filed as: FID INV INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $60,995 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,401 | $90,614-31.1% | $76,089-18.0% | $145,877-57.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.89% | 623.80%-608.9pp | 360.94%-346.1pp | 551.28%-536.4pp |
| Employer contribution / active EE | $511,603 | $3,324+15289.8% | $2,690+18918.9% | $4,663+10871.7% |
| Participant deferral / active EE | $1,379,959 | $5,168+26601.3% | $4,259+32299.3% | $6,691+20525.5% |
| Admin fee / account holder | $285 | $8,376-96.6% | $6,418-95.6% | $13,402-97.9% |