Filed March 11, 2025 (most recent of 3 filings on file)
Total covered: 188 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $214,718 |
Filed as: WILLIS TOWERS WATSON Service code 27 · EIN 53-0181291 | Advisory (Plan) | $35,000 |
Form 5500 reported that benefits due were not provided when due.
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 | $186,882 | $115,744+61.5% | $100,415+86.1% | $200,096-6.6% |
| Participation rate | 97.4% | 85.7%+11.8pp | 81.5%+15.9pp | 72.0%+25.4pp |
| Annual return | 60.52% | 17.79%+42.7pp | 49.47%+11.0pp | 34.26%+26.3pp |
| Employer contribution / active EE | $3,144 | $3,657-14.0% | $3,943-20.3% | $3,038+3.5% |
| Participant deferral / active EE | $11,499 | $9,844+16.8% | $8,091+42.1% | $5,090+125.9% |
| Admin fee / account holder | $63 | $93-31.9% | $7,906-99.2% | $269-76.5% |