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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,967 |
MERCER4 years Filed as: MERCER DC ADVISORS Service code 10 · EIN 30-0282430 | Accounting | $15,918 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,651 | $167,362-41.1% | $143,799-31.4% | $134,532-26.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -14.35% | 0.47%-14.8pp | -0.04%-14.3pp | 418.27%-432.6pp |
| Employer contribution / active EE | $290,416 | $5,620+5067.1% | $4,952+5764.5% | $4,741+6025.5% |
| Participant deferral / active EE | $1,617,684 | $6,447+24990.3% | $5,638+28590.4% | $6,401+25172.7% |
| Admin fee / account holder | $76 | $18,094-99.6% | $14,677-99.5% | $11,429-99.3% |