Filed June 9, 2026 (most recent of 10 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $97,801 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 16 · EIN 41-1416330 | Consulting | $67,129 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,000 | $61,473-28.4% | $81,930-46.3% | $73,409-40.1% |
| Participation rate | 97.2% | 72.4%+24.8pp | 72.0%+25.2pp | 72.2%+25.1pp |
| Annual return | 15.46% | 28.26%-12.8pp | 29.49%-14.0pp | 59.29%-43.8pp |
| Employer contribution / active EE | $1,667 | $1,898-12.2% | $4,310-61.3% | $2,234-25.4% |
| Participant deferral / active EE | $4,264 | $3,080+38.4% | $7,107-40.0% | $3,805+12.1% |
| Admin fee / account holder | $144 | $125+15.1% | $5,158-97.2% | $158-8.5% |