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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,605 |
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 | $87,237 | $79,181+10.2% | $102,423-14.8% | $74,429+17.2% |
| Participation rate | 70.0% | 74.8%-4.8pp | 76.5%-6.5pp | 67.2%+2.7pp |
| Annual return | 12.55% | 54.97%-42.4pp | 29.42%-16.9pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $1,571 | $2,362-33.5% | $3,023-48.0% | $2,625-40.2% |
| Participant deferral / active EE | $2,629 | $4,416-40.5% | $5,054-48.0% | $4,348-39.5% |
| Admin fee / account holder | $130 | $2,002-93.5% | $9,455-98.6% | $1,944-93.3% |