Filed August 8, 2024 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO8+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $109,411 |
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 | $207,100 | $138,331+49.7% | $86,717+138.8% | $89,433+131.6% |
| Participation rate | 95.9% | 88.9%+7.1pp | 76.6%+19.4pp | 71.3%+24.7pp |
| Annual return | -14.64% | -11.72%-2.9pp | 35.97%-50.6pp | -11.88%-2.8pp |
| Employer contribution / active EE | $0 | $4,812-100.0% | $2,837-100.0% | $3,021-100.0% |
| Participant deferral / active EE | $0 | $8,027-100.0% | $4,657-100.0% | $5,125-100.0% |
| Admin fee / account holder | $5 | $64-92.1% | $7,494-99.9% | $79-93.6% |