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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 | $64,728-12.0% | $102,184-44.2% | $64,728-12.0% |
| Participation rate | 94.4% | 57.9%+36.5pp | 82.6%+11.8pp | 57.9%+36.5pp |
| Annual return | 7.57% | 49.38%-41.8pp | 31.58%-24.0pp | 49.38%-41.8pp |
| Employer contribution / active EE | $7,495 | $2,243+234.2% | $3,594+108.6% | $2,243+234.2% |
| Participant deferral / active EE | $7,589 | $2,729+178.1% | $8,309-8.7% | $2,729+178.1% |
| Admin fee / account holder | $70 | $1,145-93.9% | $11,609-99.4% | $1,145-93.9% |