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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,791 |
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 | $22,504 | $50,860-55.8% | $155,574-85.5% | $77,714-71.0% |
| Participation rate | 52.0% | 63.1%-11.1pp | 78.2%-26.2pp | 70.6%-18.6pp |
| Annual return | 27.09% | 34.86%-7.8pp | 64.87%-37.8pp | 31.26%-4.2pp |
| Employer contribution / active EE | $1,765 | $1,991-11.3% | $4,676-62.2% | $2,727-35.3% |
| Participant deferral / active EE | $3,617 | $2,825+28.0% | $5,629-35.7% | $4,649-22.2% |
| Admin fee / account holder | $130 | $436-70.2% | $15,914-99.2% | $433-70.0% |