Filed March 11, 2006 (most recent of 3 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.
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4+ years Service code 37 · EIN 04-2647786 | Loan Processing | $553,602 |
DOEREN MAYHEW3 years Filed as: DOEREN MAYHEW TEXAS, PLLC Service code 10 · EIN 36-4745545 | Accounting | $23,900 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $23,848 |
NORTON ROSE FULBRIGHT2 years Filed as: NORTON ROSE FULBRIGHT LLP Service code 13 · EIN 74-1201087 | Contract Administrator | $9,024 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $83,656 | $97,136-13.9% | $59,899+39.7% | $73,367+14.0% |
| Participation rate | 78.9% | 65.8%+13.2pp | 74.7%+4.2pp | 69.5%+9.5pp |
| Annual return | -2.51% | -2.56%+0.1pp | 3.46%-6.0pp | 173.45%-176.0pp |
| Employer contribution / active EE | $0 | $4,492-100.0% | $2,723-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $5,981 | $4,036+48.2% | $3,403+75.8% | $4,033+48.3% |
| Admin fee / account holder | $43 | $31+40.6% | $3,592-98.8% | $68-37.0% |