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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $837,417 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 16 · EIN 52-1868818 | Consulting | $74,747 |
CROWE LLP1 year Service code 16 · EIN 35-0921680 | Consulting | $30,500 |
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 | $60,500 | $106,972-43.4% | $71,671-15.6% | $80,976-25.3% |
| Participation rate | 93.1% | 64.4%+28.7pp | 68.7%+24.3pp | 68.3%+24.8pp |
| Annual return | 16.70% | 23.84%-7.1pp | 20.65%-3.9pp | 22.91%-6.2pp |
| Employer contribution / active EE | $2,889 | $4,034-28.4% | $2,460+17.4% | $2,402+20.2% |
| Participant deferral / active EE | $3,782 | $3,800-0.5% | $3,438+10.0% | $3,848-1.7% |
| Admin fee / account holder | $94 | $97-2.6% | $5,558-98.3% | $67+39.4% |