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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $20,225 |
Filed as: MASSMUTUAL LIFE INS. CO Service code 15 · EIN 04-1590850 | Recordkeeping | $90 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,620 | $46,732-17.4% | $156,551-75.3% | $55,167-30.0% |
| Participation rate | 56.5% | 65.8%-9.3pp | 84.0%-27.5pp | 69.0%-12.4pp |
| Annual return | 7.77% | 17.72%-9.9pp | 32.23%-24.5pp | 169.23%-161.5pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,005 | $2,204-9.0% | $4,871-58.8% | $3,054-34.4% |
| Admin fee / account holder | $2 | $418-99.5% | $13,028-100.0% | $504-99.6% |