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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 37 · EIN 74-1625348 | Loan Processing | $22,897 |
FID INV INST OPS CO3+ years Service code 37 · EIN 04-2647786 | Loan Processing | $17,802 |
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 | $100,676 | $45,324+122.1% | $122,354-17.7% | $69,631+44.6% |
| Participation rate | 81.3% | 59.9%+21.3pp | 71.6%+9.6pp | 70.7%+10.6pp |
| Annual return | 19.00% | 25.35%-6.3pp | 30.28%-11.3pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $4,529 | $1,230+268.3% | $4,051+11.8% | $2,032+122.9% |
| Participant deferral / active EE | $4,009 | $2,367+69.4% | $3,287+22.0% | $3,224+24.4% |
| Admin fee / account holder | $51 | $87-41.0% | $5,479-99.1% | $110-53.5% |