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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,128 |
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $20,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,390 | $49,451+167.7% | $79,576+66.4% | $66,930+97.8% |
| Participation rate | 59.9% | 61.3%-1.5pp | 69.5%-9.6pp | 69.8%-10.0pp |
| Annual return | -16.50% | 84.25%-100.8pp | 0.15%-16.7pp | 1.57%-18.1pp |
| Employer contribution / active EE | $2,380 | $1,266+88.1% | $2,413-1.4% | $2,545-6.5% |
| Participant deferral / active EE | $6,185 | $3,159+95.8% | $3,985+55.2% | $4,238+46.0% |
| Admin fee / account holder | $442 | $595-25.6% | $6,834-93.5% | $593-25.5% |