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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO5 years Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,573 | $98,780+10.9% | $60,919+79.9% | $77,906+40.6% |
| Participation rate | 91.7% | 76.7%+15.0pp | 73.1%+18.6pp | 73.7%+18.0pp |
| Annual return | -14.75% | -11.56%-3.2pp | 16.98%-31.7pp | 12.16%-26.9pp |
| Employer contribution / active EE | $0 | $3,605-100.0% | $2,704-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $6,930 | $4,200+65.0% | $3,814+81.7% | $4,805+44.2% |
| Admin fee / account holder | $1 | $89-99.4% | $3,226-100.0% | $133-99.6% |