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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,963 |
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 | $33,671 | $47,135-28.6% | $149,717-77.5% | $74,440-54.8% |
| Participation rate | 49.4% | 63.4%-14.0pp | 78.8%-29.4pp | 70.7%-21.4pp |
| Annual return | 33.91% | 22.75%+11.2pp | 134.41%-100.5pp | 34.37%-0.5pp |
| Employer contribution / active EE | $651 | $1,906-65.8% | $4,820-86.5% | $2,638-75.3% |
| Participant deferral / active EE | $2,613 | $2,728-4.2% | $5,682-54.0% | $4,529-42.3% |
| Admin fee / account holder | $7 | $343-97.8% | $13,213-99.9% | $348-97.8% |