NAICS 561410 · Administrative & Waste
SBA loans for document preparation services
210 SBA loans worth $52.7M have been approved in this industry since FY2010 - the #532 most-financed NAICS code in the country.
Median loan
$90,000
-50% vs all industries
Typical range
$10K-$500K
Middle 80%
Median rate
7.75%
7(a) initial note rate
Median term
10 yr
Charge-off rate
10.5%
vs 7.6% all industries
Source: U.S. Small Business Administration, SBA 7(a) and 504 FOIA data, as of 2026-06-30. Approvals from FY2010 onward. How we calculate this.
Lenders
Most active in this industry
| Lender | Loans | Approved | Share |
|---|---|---|---|
| FDIC - Community Bank & Trust-West Georgia | 1 | $5.0M | |
| Old National Bank | 1 | $4.6M | |
| CDC Small Business Finance Corp. | 4 | $3.7M | |
| Live Oak Banking Company | 3 | $3.3M | |
| Celtic Bank Corporation | 12 | $2.6M | |
| JPMorgan Chase Bank | 24 | $2.4M | |
| Manufacturers and Traders Trust Company | 3 | $2.0M | |
| Plumas Bank | 1 | $1.6M | |
| Mortgage Capital Development Corporation | 1 | $1.3M | |
| The Huntington National Bank | 8 | $1.2M |
Geography
Where these loans were made
| State | Loans | Share |
|---|---|---|
| California | 41 | |
| Florida | 20 | |
| New York | 18 | |
| Texas | 17 | |
| Georgia | 11 | |
| Massachusetts | 10 | |
| Ohio | 9 | |
| Nevada | 7 |
Approvals by fiscal year
Loan count. Final bar is a partial fiscal year.
Loan sizes
- Under $50K35%
- $50K - $150K27%
- $150K - $350K20%
- $350K - $1M13%
- $1M - $2M2%
- Over $2M2%
Nearby
Other administrative & waste industries
Common questions
- How much do SBA lenders typically lend to a document preparation services business?
- The median SBA approval in NAICS 561410 is $90,000, with the middle 80% of loans between $10,000 and $500,000. Across all industries the median is $180,000.
- Which lenders are most active in document preparation services?
- By dollars approved: FDIC - Community Bank & Trust-West Georgia, Old National Bank, CDC Small Business Finance Corp., Live Oak Banking Company, Celtic Bank Corporation. A lender's experience in your NAICS code matters - underwriters who have seen a hundred deals like yours ask better questions and move faster.
- Is document preparation services considered a risky industry by SBA lenders?
- Of FY2010-FY2019 approvals in this industry that have reached a terminal status, 10.5% were charged off, versus 7.6% across all SBA lending. That is materially above average, which in practice tends to mean tighter underwriting, more collateral, or a larger equity injection.
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