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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTOR SERVICES LLC Service code 55 · EIN 04-1590850 | Other Commissions | $17,877 |
Service code 37 · EIN 04-2647786 | Loan Processing | $169 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,751 | $73,102-59.3% | $123,549-75.9% | $56,287-47.1% |
| Participation rate | 73.3% | 74.3%-1.0pp | 82.3%-9.0pp | 69.9%+3.5pp |
| Annual return | 1.62% | 3.01%-1.4pp | 119.20%-117.6pp | -9.96%+11.6pp |
| Employer contribution / active EE | $1,173 | $2,977-60.6% | $4,628-74.6% | $2,111-44.4% |
| Participant deferral / active EE | $7,163 | $5,423+32.1% | $6,426+11.5% | $3,350+113.8% |
| Admin fee / account holder | $1 | $554-99.8% | $9,284-100.0% | $521-99.8% |