Filed August 8, 2024 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO7+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $28,900 |
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 | $245,169 | $171,796+42.7% | $111,319+120.2% | $106,520+130.2% |
| Participation rate | 97.5% | 88.6%+8.9pp | 77.3%+20.1pp | 71.3%+26.2pp |
| Annual return | 15.96% | 18.62%-2.7pp | 54.68%-38.7pp | 19.28%-3.3pp |
| Employer contribution / active EE | $0 | $4,687-100.0% | $2,732-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $0 | $7,845-100.0% | $4,488-100.0% | $4,948-100.0% |
| Admin fee / account holder | $1 | $69-98.8% | $7,966-100.0% | $75-98.9% |