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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 37 · EIN 74-1625348 | Loan Processing | $22,760 |
FID INV INST OPS CO4+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$4,966 |
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 | $90,292 | $39,898+126.3% | $121,208-25.5% | $55,725+62.0% |
| Participation rate | 85.0% | 61.2%+23.8pp | 71.8%+13.2pp | 70.9%+14.1pp |
| Annual return | -5.45% | -0.96%-4.5pp | 16.93%-22.4pp | 244.93%-250.4pp |
| Employer contribution / active EE | $4,888 | $1,295+277.4% | $4,023+21.5% | $2,078+135.2% |
| Participant deferral / active EE | $4,609 | $2,439+89.0% | $3,345+37.8% | $3,356+37.3% |
| Admin fee / account holder | $21 | $95-77.9% | $5,020-99.6% | $115-81.8% |