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 | $240,639 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT Service code 27 · EIN 36-3109431 | Advisory (Plan) | $36,241 |
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 | $35,013 | $48,592-27.9% | $185,823-81.2% | $90,288-61.2% |
| Participation rate | 92.7% | 66.2%+26.5pp | 78.0%+14.7pp | 73.4%+19.4pp |
| Annual return | 34.98% | 68.51%-33.5pp | 35.95%-1.0pp | 53.97%-19.0pp |
| Employer contribution / active EE | $991 | $1,389-28.7% | $4,087-75.8% | $2,524-60.8% |
| Participant deferral / active EE | $3,086 | $3,463-10.9% | $5,632-45.2% | $4,232-27.1% |
| Admin fee / account holder | $62 | $77-20.1% | $9,500-99.3% | $114-45.7% |