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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $78,819 |
Filed as: RESOURCES INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $20,210 |
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 | $118,048 | $105,200+12.2% | $159,474-26.0% | $85,847+37.5% |
| Participation rate | 99.0% | 75.8%+23.2pp | 82.8%+16.1pp | 69.3%+29.7pp |
| Annual return | 18.70% | 45.08%-26.4pp | 263.68%-245.0pp | 318.61%-299.9pp |
| Employer contribution / active EE | $3,058 | $3,319-7.9% | $4,831-36.7% | $2,565+19.2% |
| Participant deferral / active EE | $3,696 | $5,946-37.8% | $7,353-49.7% | $3,952-6.5% |
| Admin fee / account holder | $9 | $6,934-99.9% | $10,802-99.9% | $6,261-99.9% |