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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 | $90,397-31.0% | $76,002-17.9% | $145,959-57.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.89% | 621.97%-607.1pp | 360.07%-345.2pp | 561.95%-547.1pp |
| Employer contribution / active EE | $511,603 | $3,317+15322.8% | $2,688+18931.0% | $4,661+10876.7% |
| Participant deferral / active EE | $1,379,959 | $5,163+26625.4% | $4,257+32319.0% | $6,689+20531.8% |
| Admin fee / account holder | $285 | $8,369-96.6% | $6,414-95.5% | $13,398-97.9% |