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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO5 years Service code 37 · EIN 04-2647786 | Loan Processing | $75,218 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,973 | $65,191-12.6% | $92,805-38.6% | $65,191-12.6% |
| Participation rate | 94.4% | 63.0%+31.4pp | 83.5%+10.8pp | 63.0%+31.4pp |
| Annual return | 7.57% | 51.24%-43.7pp | 31.59%-24.0pp | 51.24%-43.7pp |
| Employer contribution / active EE | $7,495 | $2,400+212.3% | $3,424+118.9% | $2,400+212.3% |
| Participant deferral / active EE | $7,589 | $2,671+184.1% | $8,448-10.2% | $2,671+184.1% |
| Admin fee / account holder | $70 | $907-92.3% | $10,911-99.4% | $907-92.3% |