Filed June 1, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$2,085,539 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,097 | $46,969-10.4% | $154,110-72.7% | $73,367-42.6% |
| Participation rate | 73.7% | 72.4%+1.3pp | 83.0%-9.3pp | 69.5%+4.2pp |
| Annual return | -1.44% | 821.68%-823.1pp | 735.22%-736.7pp | 173.45%-174.9pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $5,298-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $5,081-100.0% | $4,033-100.0% |
| Admin fee / account holder | -$44 | $47-194.6% | $13,412-100.3% | $68-164.5% |