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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO6 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,629 | $105,179+68.9% | $64,110+177.1% | $80,187+121.5% |
| Participation rate | 65.0% | 73.5%-8.5pp | 72.3%-7.3pp | 72.9%-7.9pp |
| Annual return | 20.17% | 20.34%-0.2pp | 33.75%-13.6pp | 40.40%-20.2pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,751-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $7,955 | $4,020+97.9% | $3,883+104.9% | $5,016+58.6% |
| Admin fee / account holder | $1 | $113-99.3% | $3,071-100.0% | $145-99.5% |