Filed August 8, 2024 (most recent of 2 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $104,709 |
Filed as: ONE DIGITAL Service code 27 · EIN 41-1451524 | Advisory (Plan) | $22,538 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,193 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $7,383 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,077 | $103,024-50.4% | $112,040-54.4% | $79,634-35.9% |
| Participation rate | 94.6% | 80.6%+14.0pp | 76.5%+18.1pp | 62.5%+32.1pp |
| Annual return | 16.05% | 17.60%-1.6pp | 24.52%-8.5pp | 36.46%-20.4pp |
| Employer contribution / active EE | $1,973 | $3,015-34.6% | $2,954-33.2% | $2,529-22.0% |
| Participant deferral / active EE | $5,603 | $5,233+7.1% | $5,098+9.9% | $3,835+46.1% |
| Admin fee / account holder | $171 | $465-63.2% | $12,098-98.6% | $1,002-82.9% |