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 | $217,988 |
HEWITT ASSOCIATES LLC2 years Filed as: HEWITT ENNISKNUPP, INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $17,590 |
AON CONSULTING4+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 22-2232264 | Advisory (Plan) | $17,417 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,418 | $38,058-30.6% | $169,463-84.4% | $75,289-64.9% |
| Participation rate | 92.2% | 65.1%+27.1pp | 77.8%+14.4pp | 72.4%+19.8pp |
| Annual return | -4.12% | -2.88%-1.2pp | 1.83%-5.9pp | -0.04%-4.1pp |
| Employer contribution / active EE | $912 | $1,478-38.3% | $4,159-78.1% | $2,405-62.1% |
| Participant deferral / active EE | $2,793 | $3,201-12.7% | $5,277-47.1% | $3,739-25.3% |
| Admin fee / account holder | $72 | $85-15.2% | $9,109-99.2% | $102-29.4% |