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 | $512,230 |
MERCER2 years Filed as: MERCER INVESTMETNS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $62,097 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,602 | $101,555+69.0% | $109,923+56.1% | $101,555+69.0% |
| Participation rate | 92.7% | 74.5%+18.1pp | 74.2%+18.5pp | 74.5%+18.1pp |
| Annual return | 17.70% | 21.00%-3.3pp | 29.46%-11.8pp | 21.00%-3.3pp |
| Employer contribution / active EE | $4,840 | $2,972+62.8% | $2,844+70.1% | $2,972+62.8% |
| Participant deferral / active EE | $9,346 | $4,874+91.8% | $4,048+130.9% | $4,874+91.8% |
| Admin fee / account holder | $58 | $139-58.6% | $6,070-99.0% | $139-58.6% |