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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,688 |
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 | $52,448 | $79,189-33.8% | $102,457-48.8% | $74,400-29.5% |
| Participation rate | 55.2% | 74.8%-19.6pp | 76.5%-21.3pp | 67.2%-12.0pp |
| Annual return | 15.74% | 54.98%-39.2pp | 29.41%-13.7pp | 1367.51%-1351.8pp |
| Employer contribution / active EE | $1,686 | $2,362-28.6% | $3,022-44.2% | $2,624-35.8% |
| Participant deferral / active EE | $3,418 | $4,415-22.6% | $5,054-32.4% | $4,348-21.4% |
| Admin fee / account holder | $243 | $2,002-87.9% | $9,451-97.4% | $1,944-87.5% |