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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,385 |
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $36,213 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,858 | $91,621-47.8% | $67,511-29.1% | $77,671-38.4% |
| Participation rate | 59.3% | 76.0%-16.7pp | 72.9%-13.6pp | 70.6%-11.3pp |
| Annual return | 26.11% | 14.87%+11.2pp | 3517.41%-3491.3pp | 31.21%-5.1pp |
| Employer contribution / active EE | $1,845 | $3,184-42.0% | $2,733-32.5% | $2,726-32.3% |
| Participant deferral / active EE | $6,965 | $3,906+78.3% | $4,000+74.1% | $4,648+49.8% |
| Admin fee / account holder | $271 | $176+53.5% | $3,999-93.2% | $430-37.1% |