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 | $228,398 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $20,100 |
HEWITT ASSOCIATES LLC3 years Filed as: HEWITT ENNISKNUPP, INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $17,941 |
AON CONSULTING5+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $8,795 |
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 | $30,786 | $48,072-36.0% | $182,532-83.1% | $77,787-60.4% |
| Participation rate | 90.9% | 64.3%+26.6pp | 78.0%+12.9pp | 73.2%+17.6pp |
| Annual return | 24.86% | 31.26%-6.4pp | 148.54%-123.7pp | 32.57%-7.7pp |
| Employer contribution / active EE | $923 | $1,453-36.5% | $4,076-77.3% | $2,504-63.1% |
| Participant deferral / active EE | $2,858 | $3,209-10.9% | $5,524-48.3% | $3,967-28.0% |
| Admin fee / account holder | $73 | $131-44.4% | $8,592-99.1% | $100-26.9% |