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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,013 |
Filed as: MML INVESTOR SERVICES LLC Service code 55 · EIN 04-1590850 | Other Commissions | $7,312 |
MSI FINANCIAL SERVICES INC.2 years Filed as: MSI FINANCIAL SERVICES INC Service code 55 · EIN 13-3175978 | Other Commissions | $4,560 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,156 | $46,173-65.0% | $170,435-90.5% | $69,631-76.8% |
| Participation rate | 79.2% | 63.9%+15.3pp | 83.6%-4.4pp | 70.7%+8.6pp |
| Annual return | 19.12% | 21.62%-2.5pp | 205.94%-186.8pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $1,378 | $1,610-14.4% | $5,432-74.6% | $2,032-32.2% |
| Participant deferral / active EE | $1,007 | $2,080-51.6% | $4,939-79.6% | $3,224-68.8% |
| Admin fee / account holder | $45 | $116-61.2% | $13,881-99.7% | $110-59.2% |