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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,998 |
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 | $26,975 | $50,860-47.0% | $155,574-82.7% | $77,714-65.3% |
| Participation rate | 43.5% | 63.1%-19.6pp | 78.2%-34.7pp | 70.6%-27.1pp |
| Annual return | 19.62% | 34.86%-15.2pp | 64.87%-45.2pp | 31.26%-11.6pp |
| Employer contribution / active EE | $1,699 | $1,991-14.7% | $4,676-63.7% | $2,727-37.7% |
| Participant deferral / active EE | $3,602 | $2,825+27.5% | $5,629-36.0% | $4,649-22.5% |
| Admin fee / account holder | $144 | $436-67.1% | $15,914-99.1% | $433-66.9% |