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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,214 |
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 | $30,536 | $45,022-32.2% | $85,240-64.2% | $200,096-84.7% |
| Participation rate | 20.8% | 45.8%-25.0pp | 67.5%-46.7pp | 72.0%-51.2pp |
| Annual return | 15.45% | 21.00%-5.6pp | 66.75%-51.3pp | 34.26%-18.8pp |
| Employer contribution / active EE | $626 | $1,374-54.4% | $2,735-77.1% | $3,038-79.4% |
| Participant deferral / active EE | $1,108 | $2,682-58.7% | $4,527-75.5% | $5,090-78.2% |
| Admin fee / account holder | $113 | $585-80.6% | $6,165-98.2% | $269-57.9% |