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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2 years Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,747 | $204,517-26.3% | $69,480+117.0% | $77,775+93.8% |
| Participation rate | 64.6% | 74.6%-10.0pp | 74.6%-10.0pp | 73.2%-8.6pp |
| Annual return | 20.89% | 22.10%-1.2pp | 28.99%-8.1pp | 32.58%-11.7pp |
| Employer contribution / active EE | $0 | $3,548-100.0% | $2,780-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $6,215 | $3,478+78.7% | $3,537+75.7% | $3,966+56.7% |
| Admin fee / account holder | $0 | $101-100.0% | $3,840-100.0% | $100-100.0% |