Filed September 19, 2016 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $119,819 |
MERCER4+ years Service code 16 1301 5TH AVENUE, SUITE 1900 · SEATTLE, WA 98101 | Consulting | $87,000 |
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 | $106,551 | $101,523+5.0% | $141,200-24.5% | $77,775+37.0% |
| Participation rate | 98.2% | 77.4%+20.8pp | 82.5%+15.7pp | 73.2%+24.9pp |
| Annual return | 29.42% | 56.22%-26.8pp | 71.41%-42.0pp | 32.58%-3.2pp |
| Employer contribution / active EE | $10,740 | $3,341+221.5% | $4,736+126.8% | $2,504+328.9% |
| Participant deferral / active EE | $13,496 | $6,434+109.8% | $6,710+101.1% | $3,966+240.3% |
| Admin fee / account holder | $39 | $92-57.4% | $10,265-99.6% | $100-61.1% |