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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 | $106,110-56.1% | $147,005-68.3% | $77,671-40.0% |
| Participation rate | 67.2% | 78.4%-11.2pp | 82.2%-15.0pp | 70.6%-3.4pp |
| Annual return | 26.30% | 56.77%-30.5pp | 418.76%-392.5pp | 31.21%-4.9pp |
| Employer contribution / active EE | $3,793 | $4,065-6.7% | $4,934-23.1% | $2,726+39.1% |
| Participant deferral / active EE | $8,144 | $7,992+1.9% | $8,070+0.9% | $4,648+75.2% |
| Admin fee / account holder | $160 | $338-52.7% | $13,006-98.8% | $430-62.9% |