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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $384,768 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON Service code 16 · EIN 52-1868818 | Consulting | $256,667 |
Filed as: WILLIS TOWERS WATSON Service code 27 · EIN 53-0181291 | Advisory (Plan) | $46,667 |
LANE GORMAN TRUBITT, PLLC7+ years Filed as: LANE GORMAN TRUBITT Service code 16 · EIN 75-1044330 | Consulting | $35,850 |
Filed as: BANCO POPULAR DE P.R. Service code 16 · EIN 66-0561870 | Consulting | $23,344 |
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 | $244,697 | $45,719+435.2% | $96,188+154.4% | $93,010+163.1% |
| Participation rate | 95.3% | 45.8%+49.5pp | 68.4%+26.9pp | 73.9%+21.4pp |
| Annual return | 13.99% | 3211.95%-3198.0pp | 192.12%-178.1pp | 158.70%-144.7pp |
| Employer contribution / active EE | $5,917 | $1,139+419.7% | $2,800+111.3% | $2,705+118.7% |
| Participant deferral / active EE | $11,708 | $2,344+399.4% | $4,350+169.1% | $4,561+156.7% |
| Admin fee / account holder | $145 | $128+13.3% | $5,538-97.4% | $152-4.4% |