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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $22,469 |
Filed as: MASSMUTUAL LIFE INS. CO Service code 15 · EIN 04-1590850 | Recordkeeping | $72 |
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 | $42,151 | $55,453-24.0% | $170,435-75.3% | $62,293-32.3% |
| Participation rate | 55.3% | 66.4%-11.1pp | 83.6%-28.3pp | 69.5%-14.3pp |
| Annual return | 14.44% | 21.38%-6.9pp | 205.94%-191.5pp | 28.90%-14.5pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,295 | $2,303-0.3% | $4,939-53.5% | $3,169-27.6% |
| Admin fee / account holder | $2 | $455-99.6% | $13,881-100.0% | $479-99.6% |