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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $98,241 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,579 | $58,347-66.4% | $85,709-77.2% | $86,821-77.4% |
| Participation rate | 59.7% | 64.9%-5.2pp | 69.9%-10.2pp | 72.3%-12.6pp |
| Annual return | 21.00% | 18.43%+2.6pp | 21.49%-0.5pp | 97.94%-76.9pp |
| Employer contribution / active EE | $1,135 | $1,751-35.2% | $2,619-56.6% | $2,406-52.8% |
| Participant deferral / active EE | $2,340 | $3,065-23.7% | $3,924-40.4% | $4,132-43.4% |
| Admin fee / account holder | $149 | $147+0.8% | $6,876-97.8% | $170-12.4% |