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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,549 |
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 | $46,604 | $106,247-56.1% | $147,096-68.3% | $77,714-40.0% |
| Participation rate | 67.2% | 78.4%-11.2pp | 82.2%-15.0pp | 70.6%-3.4pp |
| Annual return | 26.30% | 56.87%-30.6pp | 419.75%-393.5pp | 31.26%-5.0pp |
| Employer contribution / active EE | $3,793 | $4,069-6.8% | $4,936-23.2% | $2,727+39.1% |
| Participant deferral / active EE | $8,144 | $7,996+1.8% | $8,071+0.9% | $4,649+75.2% |
| Admin fee / account holder | $160 | $338-52.8% | $13,005-98.8% | $433-63.1% |