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 | $342,022 |
MERCER3 years Filed as: PAVILION ADVISORY GROUP INC. Service code 27 · EIN 04-3831795 | Advisory (Plan) | $58,532 |
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 | $136,615 | $82,204+66.2% | $99,489+37.3% | $82,204+66.2% |
| Participation rate | 94.3% | 73.4%+20.9pp | 73.8%+20.5pp | 73.4%+20.9pp |
| Annual return | 24.71% | 26.31%-1.6pp | 30.72%-6.0pp | 26.31%-1.6pp |
| Employer contribution / active EE | $4,736 | $2,707+75.0% | $2,541+86.4% | $2,707+75.0% |
| Participant deferral / active EE | $8,689 | $4,246+104.6% | $3,619+140.1% | $4,246+104.6% |
| Admin fee / account holder | $67 | $76-10.9% | $6,254-98.9% | $76-10.9% |