Filed June 27, 2025 (most recent of 3 filings on file)
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $61,173 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 70 · EIN 43-1451524 | Consulting Fees | $50,000 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,225 | $88,515+0.8% | $162,177-45.0% | $67,579+32.0% |
| Participation rate | 95.5% | 86.8%+8.7pp | 87.6%+8.0pp | 71.3%+24.3pp |
| Annual return | 21.50% | 27.04%-5.5pp | 115.60%-94.1pp | 378.56%-357.1pp |
| Employer contribution / active EE | $3,086 | $3,563-13.4% | $5,613-45.0% | $2,148+43.7% |
| Participant deferral / active EE | $3,234 | $5,724-43.5% | $7,297-55.7% | $3,539-8.6% |
| Admin fee / account holder | $209 | $124+69.0% | $10,843-98.1% | $142+46.9% |