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 | $70,754 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS LL Service code 16 · EIN 82-1434504 | Consulting | $20,000 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 16 · EIN 43-1451524 | Consulting | $20,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,493 | $100,227-3.7% | $169,993-43.2% | $74,419+29.7% |
| Participation rate | 99.2% | 87.3%+11.9pp | 87.0%+12.2pp | 70.7%+28.5pp |
| Annual return | 17.14% | 66.08%-48.9pp | 53.37%-36.2pp | 34.38%-17.2pp |
| Employer contribution / active EE | $3,447 | $4,263-19.1% | $6,785-49.2% | $2,637+30.7% |
| Participant deferral / active EE | $4,130 | $7,143-42.2% | $10,408-60.3% | $4,528-8.8% |
| Admin fee / account holder | $181 | $234-22.6% | $12,815-98.6% | $348-47.9% |