Filed September 13, 2008 (most recent of 3 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 | $2,597,284 |
MERCER4 years Filed as: MERCER INVESTMENT CONSULTING INC Service code 16 · EIN 61-0736136 | Consulting | $21,423 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $61,726 | $116,243-46.9% | $91,994-32.9% | $89,609-31.1% |
| Participation rate | 85.7% | 84.8%+0.9pp | 78.6%+7.0pp | 69.6%+16.1pp |
| Annual return | 24.87% | 23.75%+1.1pp | 69.04%-44.2pp | 33.65%-8.8pp |
| Employer contribution / active EE | $2,273 | $3,226-29.5% | $3,453-34.2% | $2,584-12.1% |
| Participant deferral / active EE | $4,496 | $7,519-40.2% | $5,924-24.1% | $4,222+6.5% |
| Admin fee / account holder | $50 | $82-38.9% | $7,744-99.4% | $72-29.8% |