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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,493 | $100,272-3.8% | $170,043-43.3% | $74,460+29.6% |
| Participation rate | 99.2% | 87.4%+11.9pp | 87.0%+12.2pp | 70.7%+28.5pp |
| Annual return | 17.14% | 66.12%-49.0pp | 53.40%-36.3pp | 34.38%-17.2pp |
| Employer contribution / active EE | $3,447 | $4,266-19.2% | $6,790-49.2% | $2,638+30.7% |
| Participant deferral / active EE | $4,130 | $7,147-42.2% | $10,410-60.3% | $4,530-8.8% |
| Admin fee / account holder | $181 | $235-22.7% | $12,824-98.6% | $348-47.8% |