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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,448 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $7,561 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,518 | $85,766+63.8% | $136,298+3.1% | $70,126+100.4% |
| Participation rate | 82.2% | 74.2%+8.1pp | 81.9%+0.3pp | 69.5%+12.7pp |
| Annual return | 15.74% | 31.46%-15.7pp | 5156.27%-5140.5pp | 73.15%-57.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $12,102 | $5,051+139.6% | $6,247+93.7% | $3,332+263.2% |
| Admin fee / account holder | $182 | $5,421-96.6% | $9,244-98.0% | $4,645-96.1% |