Filed August 17, 2026 (most recent of 2 filings on file)
Total covered: 112 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $192,138 |
AON CONSULTING2+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $33,647 |
RSM US LLP1+ years Filed as: MCGLADREY PULLEN I Service code 10 · EIN 42-0714325 | Accounting | $19,443 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,215 | $36,700-31.3% | $171,082-85.3% | $63,975-60.6% |
| Participation rate | 93.7% | 61.5%+32.1pp | 76.7%+17.0pp | 71.1%+22.5pp |
| Annual return | 8.16% | 12.80%-4.6pp | 32.56%-24.4pp | 48.65%-40.5pp |
| Employer contribution / active EE | $871 | $1,210-28.1% | $4,002-78.2% | $2,182-60.1% |
| Participant deferral / active EE | $2,522 | $2,696-6.5% | $4,797-47.4% | $3,356-24.9% |
| Admin fee / account holder | $78 | $68+14.8% | $8,520-99.1% | $70+10.1% |