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 CO5+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,730,607 |
MERCER5+ years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $9,032 |
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 | $49,402 | $58,202-15.1% | $172,757-71.4% | $89,609-44.9% |
| Participation rate | 79.1% | 72.8%+6.2pp | 82.6%-3.6pp | 69.6%+9.5pp |
| Annual return | 27.19% | 61.59%-34.4pp | 803.06%-775.9pp | 33.65%-6.5pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $5,144-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $3,335-100.0% | $5,198-100.0% | $4,222-100.0% |
| Admin fee / account holder | $29 | $53-45.0% | $13,956-99.8% | $72-59.7% |