Filed January 15, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $302,005 |
Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 16 · EIN 20-4284376 | Consulting | $29,282 |
HYAS GROUP, LLC1 year Filed as: HYAS GROUP LLC Service code 16 · EIN 26-2924761 | Consulting | $11,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,111 | $112,711-20.9% | $170,055-47.6% | $80,187+11.1% |
| Participation rate | 98.9% | 87.4%+11.5pp | 87.0%+11.9pp | 72.9%+25.9pp |
| Annual return | 85.18% | 67.06%+18.1pp | 53.43%+31.8pp | 40.40%+44.8pp |
| Employer contribution / active EE | $2,450 | $4,488-45.4% | $6,790-63.9% | $2,980-17.8% |
| Participant deferral / active EE | $6,448 | $7,861-18.0% | $10,410-38.1% | $5,016+28.6% |
| Admin fee / account holder | $44 | $99-55.9% | $12,828-99.7% | $145-69.7% |