SBA loan outcome check · industry · SBA data as of 30 September 2026

How have SBA loans in Third Party Administration of Insurance and Pension Funds turned out?

Of 174 loans approved in fiscal 2001 to 2021 (at least five years old), 16 (9.2%) were charged off by the lender, against 15.6% across all 7(a) loans approved in those same years. Third Party Administration of Insurance and Pension Funds appears on 202 SBA-guaranteed 7(a) loans approved from fiscal 2001 to 2026, $90.1 million in gross approvals. These are loans, not a rating.
Not financial, legal or franchise advice. This page reports what the SBA's loan file records for SBA-guaranteed loans. A charge-off rate is not a rating of a brand or an industry, it does not predict a new loan, and a franchisee's loan is not a measure of the franchisor. Read the franchise's disclosure document and talk to a lender or an adviser before you borrow.
Third Party Administration of Insurance and Pension FundsIndustry NAICS 524292 · 202 loans
9%of seasoned loans charged off
  1. Third Party Administration of Insurance and Pension Funds appears on 202 SBA-guaranteed 7(a) loans approved from fiscal 2001 to 2026, $90.1 million in gross approvals.
  2. Of 174 loans approved in fiscal 2001 to 2021 (at least five years old), 16 (9.2%) were charged off by the lender, against 15.6% across all 7(a) loans approved in those same years.
  3. A charge-off is a loan the lender wrote off. It is not a statement about the borrower, the brand or the franchisor, and it does not predict how a new loan will turn out.
0%25%Fiscal 2003: 2 of 10 loans charged off (20.0%)Fiscal 2005: 4 of 16 loans charged off (25.0%)Fiscal 2006: 2 of 11 loans charged off (18.2%)Fiscal 2007: 1 of 12 loans charged off (8.3%)Fiscal 2010: 1 of 11 loans charged off (9.1%)Fiscal 2012: 0 of 12 loans charged off (0.0%)Fiscal 2015: 0 of 11 loans charged off (0.0%)2003200520062007201020122015
share of this group's loans charged off, by approval year (years with 10+ loans)all 7(a) loans, same year

Every approval year

Approval yearLoansApprovedPaid in fullCharged offNot yet resolvedCharged-off share
FY20018$1.1 million800few loans
FY20027$2.3 million610few loans
FY200310$1.2 million82020.0%
FY20046$568,000510few loans
FY200516$1.3 million124025.0%
FY200611$5.8 million92018.2%
FY200712$4.4 million11108.3%
FY20089$615,000810few loans
FY20097$563,850700few loans
FY201011$1.7 million10109.1%
FY20118$6.9 million710few loans
FY201212$4.0 million12000.0%
FY20135$8.9 million410few loans
FY20145$995,100500few loans
FY201511$5.9 million11000.0%
FY20169$972,500900few loans
FY20179$10.2 million900few loans
FY20188$2.4 million602few loans
FY20193$3.0 million111few loans
FY20204$3.0 million202few loans
FY20213$3.4 million003few loans
FY20227$3.6 million304too recent for a share
FY202310$9.9 million307too recent for a share
FY20247$6.8 million205too recent for a share
FY20253$542,000003too recent for a share
FY20261$20,000001too recent for a share

US Small Business Administration, 7(a) FOIA loan data as of 30 September 2026. SBA-guaranteed 7(a) loans only, aggregated; no borrower or lender is shown. SBA open data.

Where can you go from this record?

Open it in the check to search another brand or industry. Before you borrow for a business in this industry, read the FTC consumer guide to buying a franchise, the SBA guide to buying a franchise and SBA Lender Match.

Compiled and checked by Vincent Wesley Couey (ORCID 0009-0005-6869-308X) from the SBA 7(a) FOIA loan data, as of 30 September 2026. Not an official source.

☆ Save