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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,388 |
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 | $94,299 | $30,437+209.8% | $56,033+68.3% | $74,459+26.6% |
| Participation rate | 63.5% | 32.9%+30.7pp | 52.5%+11.0pp | 67.2%-3.7pp |
| Annual return | 20.16% | 24.96%-4.8pp | 1711.38%-1691.2pp | 1369.70%-1349.5pp |
| Employer contribution / active EE | $2,588 | $610+324.4% | $1,041+148.6% | $2,626-1.4% |
| Participant deferral / active EE | $5,012 | $1,176+326.3% | $1,954+156.5% | $4,350+15.2% |
| Admin fee / account holder | $144 | $2,363-93.9% | $2,827-94.9% | $1,945-92.6% |