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 | $509,011 |
MERCER4 years Filed as: MERCER INVESTMETNS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $56,861 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $139,961 | $57,458+143.6% | $95,763+46.2% | $96,393+45.2% |
| Participation rate | 93.8% | 47.9%+45.9pp | 72.3%+21.6pp | 71.3%+22.6pp |
| Annual return | 21.09% | 17.80%+3.3pp | 28.43%-7.3pp | 22.88%-1.8pp |
| Employer contribution / active EE | $1,653 | $1,155+43.1% | $2,836-41.7% | $3,239-49.0% |
| Participant deferral / active EE | $10,941 | $2,443+347.8% | $4,244+157.8% | $5,455+100.6% |
| Admin fee / account holder | $40 | $61-33.8% | $5,669-99.3% | $74-45.8% |