Filed June 19, 1995
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 | $1,343,454 |
WILLIS TOWERS WATSON US LLC2 years Service code 16 · EIN 53-0181291 | Consulting | $7,977 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $115,470 | $88,686+30.2% | $130,070-11.2% | $96,393+19.8% |
| Participation rate | 96.3% | 78.8%+17.5pp | 78.5%+17.8pp | 71.3%+25.0pp |
| Annual return | -5.02% | 17.57%-22.6pp | -137.40%+132.4pp | 22.88%-27.9pp |
| Employer contribution / active EE | $3,372 | $2,843+18.6% | $4,322-22.0% | $3,239+4.1% |
| Participant deferral / active EE | $7,165 | $4,908+46.0% | $5,821+23.1% | $5,455+31.4% |
| Admin fee / account holder | $34 | $60-43.8% | $10,600-99.7% | $74-54.6% |