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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 | $44,898-32.0% | $85,126-64.1% | $199,921-84.7% |
| Participation rate | 20.8% | 45.7%-24.9pp | 67.5%-46.7pp | 72.0%-51.2pp |
| Annual return | 15.45% | 20.98%-5.5pp | 66.63%-51.2pp | 34.28%-18.8pp |
| Employer contribution / active EE | $626 | $1,367-54.2% | $2,731-77.1% | $3,035-79.4% |
| Participant deferral / active EE | $1,108 | $2,670-58.5% | $4,523-75.5% | $5,089-78.2% |
| Admin fee / account holder | $113 | $585-80.6% | $6,160-98.2% | $269-57.9% |