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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $49,017 |
HIGHLAND CONSULTING ASSOCIATES7+ years Filed as: HIGHLAND CONSULTING ASSOCIATES, IN Service code 27 · EIN 34-1753575 | Advisory (Plan) | $32,760 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,294 | $61,166+70.5% | $185,849-43.9% | $79,391+31.4% |
| Participation rate | 93.0% | 66.6%+26.4pp | 81.7%+11.3pp | 70.7%+22.3pp |
| Annual return | 13.71% | 19.45%-5.7pp | 122.10%-108.4pp | 116.88%-103.2pp |
| Employer contribution / active EE | $3,693 | $2,321+59.1% | $5,169-28.6% | $2,428+52.1% |
| Participant deferral / active EE | $5,396 | $2,789+93.5% | $5,569-3.1% | $4,046+33.4% |
| Admin fee / account holder | $239 | $710-66.3% | $16,244-98.5% | $627-61.8% |