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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,600 |
HIGHLAND CONSULTING ASSOCIATES6+ years Filed as: HIGHLAND CONSULTING ASSOCIATES, IN Service code 27 · EIN 34-1753575 | Advisory (Plan) | $30,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $91,190 | $58,895+54.8% | $178,503-48.9% | $73,497+24.1% |
| Participation rate | 96.0% | 66.2%+29.8pp | 81.9%+14.1pp | 70.7%+25.3pp |
| Annual return | 15.58% | 24.86%-9.3pp | 151.12%-135.5pp | 28.51%-12.9pp |
| Employer contribution / active EE | $3,313 | $2,236+48.2% | $5,011-33.9% | $2,270+46.0% |
| Participant deferral / active EE | $4,903 | $2,567+91.0% | $5,202-5.8% | $3,740+31.1% |
| Admin fee / account holder | $204 | $400-49.0% | $13,987-98.5% | $513-60.2% |