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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,792 |
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 | $18,563 | $47,766-61.1% | $82,744-77.6% | $64,819-71.4% |
| Participation rate | 69.6% | 67.7%+1.9pp | 72.6%-3.0pp | 71.5%-1.9pp |
| Annual return | -3.36% | -13.06%+9.7pp | 702.22%-705.6pp | 32.84%-36.2pp |
| Employer contribution / active EE | $1,654 | $2,182-24.2% | $3,008-45.0% | $2,507-34.0% |
| Participant deferral / active EE | $3,724 | $3,332+11.8% | $4,395-15.3% | $4,311-13.6% |
| Admin fee / account holder | $58 | $143-59.3% | $5,325-98.9% | $188-69.0% |