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 | $443,499 |
MERCER1 year Filed as: MERCER INVESTMETNS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $100,283 |
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 | $157,811 | $93,223+69.3% | $104,656+50.8% | $93,223+69.3% |
| Participation rate | 94.8% | 74.9%+19.9pp | 74.1%+20.7pp | 74.9%+19.9pp |
| Annual return | 17.15% | 19.29%-2.1pp | 340.70%-323.6pp | 19.29%-2.1pp |
| Employer contribution / active EE | $3,145 | $2,680+17.3% | $2,682+17.2% | $2,680+17.3% |
| Participant deferral / active EE | $9,274 | $4,563+103.2% | $3,738+148.1% | $4,563+103.2% |
| Admin fee / account holder | $69 | $79-12.3% | $6,466-98.9% | $79-12.3% |