Filed September 24, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $262,963 |
MERCER4+ years Filed as: PAVILION ADVISORY GROUP INC Service code 27 · EIN 04-3831795 | Advisory (Plan) | $94,526 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $109,373 | $68,904+58.7% | $90,657+20.6% | $68,904+58.7% |
| Participation rate | 94.7% | 74.1%+20.6pp | 74.0%+20.7pp | 74.1%+20.6pp |
| Annual return | -6.70% | 1.07%-7.8pp | 1.89%-8.6pp | 1.07%-7.8pp |
| Employer contribution / active EE | $4,479 | $2,540+76.3% | $2,532+76.9% | $2,540+76.3% |
| Participant deferral / active EE | $8,225 | $4,015+104.9% | $3,424+140.2% | $4,015+104.9% |
| Admin fee / account holder | $67 | $71-6.2% | $4,994-98.7% | $71-6.2% |