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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 | $50,919-55.8% | $155,556-85.5% | $77,762-71.1% |
| Participation rate | 52.0% | 63.1%-11.1pp | 78.2%-26.2pp | 70.6%-18.6pp |
| Annual return | 27.09% | 34.84%-7.7pp | 64.84%-37.7pp | 31.27%-4.2pp |
| Employer contribution / active EE | $1,765 | $1,991-11.4% | $4,675-62.2% | $2,728-35.3% |
| Participant deferral / active EE | $3,617 | $2,824+28.1% | $5,631-35.8% | $4,651-22.2% |
| Admin fee / account holder | $130 | $437-70.3% | $15,885-99.2% | $433-70.0% |