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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 | $30,385+210.4% | $56,054+68.2% | $74,400+26.7% |
| Participation rate | 63.5% | 32.9%+30.6pp | 52.5%+11.0pp | 67.2%-3.7pp |
| Annual return | 20.16% | 24.92%-4.8pp | 1705.95%-1685.8pp | 1367.51%-1347.4pp |
| Employer contribution / active EE | $2,588 | $609+325.1% | $1,039+149.1% | $2,624-1.4% |
| Participant deferral / active EE | $5,012 | $1,174+327.1% | $1,952+156.8% | $4,348+15.3% |
| Admin fee / account holder | $144 | $2,361-93.9% | $2,822-94.9% | $1,944-92.6% |