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 | $62,861 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 70 · EIN 43-1451524 | Consulting Fees | $25,000 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 70 · EIN 43-1451524 | Consulting Fees | $20,000 |
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 | $98,476 | $111,608-11.8% | $177,821-44.6% | $73,409+34.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 17.15% | 18.23%-1.1pp | 48.32%-31.2pp | 59.29%-42.1pp |
| Employer contribution / active EE | $3,586 | $3,796-5.5% | $5,918-39.4% | $2,234+60.5% |
| Participant deferral / active EE | $3,859 | $6,199-37.7% | $7,714-50.0% | $3,805+1.4% |
| Admin fee / account holder | $192 | $166+15.7% | $12,427-98.5% | $158+21.3% |