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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,107 |
HIGHLAND CONSULTING ASSOCIATES2+ years Filed as: HIGHLAND CONSULTING ASSOCIATES, IN Service code 27 · EIN 34-1753575 | Advisory (Plan) | $30,433 |
MAYOR CPA GROUP, LLC1 year Service code 10 · EIN 34-1971860 | Accounting | $12,060 |
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 | $75,197 | $36,916+103.7% | $156,551-52.0% | $57,658+30.4% |
| Participation rate | 96.9% | 63.4%+33.5pp | 84.0%+12.9pp | 70.2%+26.7pp |
| Annual return | 8.89% | 12.38%-3.5pp | 32.23%-23.3pp | 5.13%+3.8pp |
| Employer contribution / active EE | $3,444 | $1,571+119.3% | $5,501-37.4% | $1,974+74.5% |
| Participant deferral / active EE | $4,768 | $1,926+147.6% | $4,871-2.1% | $3,061+55.8% |
| Admin fee / account holder | $199 | $82+140.8% | $13,028-98.5% | $95+110.1% |