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 | $70,301 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 16 · EIN 43-1451524 | Consulting | $38,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,838 | $86,897-2.4% | $151,611-44.0% | $64,808+30.9% |
| Participation rate | 98.6% | 87.3%+11.3pp | 87.5%+11.1pp | 71.5%+27.1pp |
| Annual return | -14.50% | -3.57%-10.9pp | 3.33%-17.8pp | 32.82%-47.3pp |
| Employer contribution / active EE | $3,439 | $4,010-14.2% | $6,166-44.2% | $2,506+37.2% |
| Participant deferral / active EE | $3,959 | $6,690-40.8% | $8,363-52.7% | $4,310-8.1% |
| Admin fee / account holder | $184 | $153+20.0% | $11,616-98.4% | $188-2.2% |