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 | $617,328 |
MERCER3 years Filed as: MERCER INVESTMETNS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $73,607 |
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 | $127,378 | $48,447+162.9% | $91,215+39.6% | $89,433+42.4% |
| Participation rate | 89.7% | 46.5%+43.3pp | 73.2%+16.5pp | 71.3%+18.4pp |
| Annual return | -8.10% | -13.16%+5.1pp | 114.15%-122.2pp | -11.88%+3.8pp |
| Employer contribution / active EE | $3,480 | $1,115+212.0% | $2,852+22.0% | $3,021+15.2% |
| Participant deferral / active EE | $9,998 | $2,235+347.3% | $4,234+136.1% | $5,125+95.1% |
| Admin fee / account holder | $53 | $61-13.2% | $5,424-99.0% | $79-33.4% |