Filed May 5, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,699,192 |
MERCER1 year Filed as: MERCER INVESTMENTS MANAGEMENT Service code 10 · EIN 30-0282430 | Accounting | $695,250 |
Form 5500 reported that benefits due were not provided when due.
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 | $66,607 | $104,862-36.5% | $90,161-26.1% | $80,976-17.7% |
| Participation rate | 88.6% | 78.9%+9.7pp | 76.9%+11.7pp | 68.3%+20.4pp |
| Annual return | 17.62% | 20.18%-2.6pp | 34.89%-17.3pp | 22.91%-5.3pp |
| Employer contribution / active EE | $1,460 | $2,724-46.4% | $3,318-56.0% | $2,402-39.2% |
| Participant deferral / active EE | $4,143 | $6,098-32.1% | $5,287-21.6% | $3,848+7.7% |
| Admin fee / account holder | $71 | $76-7.1% | $5,943-98.8% | $67+5.1% |