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 CO5+ years Service code 37 · EIN 04-2647786 | Loan Processing | $679,710 |
AON CONSULTING4 years Filed as: AON HEWITT Service code 16 · EIN 36-3109431 | Consulting | $48,413 |
DOEREN MAYHEW4 years Filed as: DOEREN MAYHEW TEXAS, PLLC Service code 10 · EIN 36-4745545 | Accounting | $15,090 |
NORTON ROSE FULBRIGHT3 years Filed as: NORTON ROSE FULBRIGHT LLP Service code 50 · EIN 74-1201087 | Direct Payment | $8,672 |
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 | $96,968 | $121,004-19.9% | $69,480+39.6% | $89,609+8.2% |
| Participation rate | 79.5% | 66.9%+12.6pp | 74.6%+4.9pp | 69.6%+10.0pp |
| Annual return | 21.11% | 20.21%+0.9pp | 28.99%-7.9pp | 33.65%-12.5pp |
| Employer contribution / active EE | $0 | $5,335-100.0% | $2,780-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,403 | $4,335+47.7% | $3,537+81.0% | $4,222+51.6% |
| Admin fee / account holder | $51 | $32+59.5% | $3,840-98.7% | $72-29.1% |