Filed July 11, 2023
Total covered: 15 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $45,793 |
Filed as: HIGHLAND CONSULTING ASSOCIATES, INC Service code 16 · EIN 34-1753575 | Consulting | $17,251 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,191 | $80,724+42.7% | $103,333+11.5% | $74,495+54.6% |
| Participation rate | 93.2% | 65.7%+27.5pp | 74.5%+18.6pp | 67.2%+26.0pp |
| Annual return | 14.36% | 27.56%-13.2pp | 24.88%-10.5pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $4,455 | $3,157+41.1% | $3,868+15.2% | $2,623+69.8% |
| Participant deferral / active EE | $10,549 | $3,860+173.3% | $5,057+108.6% | $4,346+142.7% |
| Admin fee / account holder | $241 | $2,368-89.8% | $8,355-97.1% | $1,942-87.6% |