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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $34,848 |
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $36 |
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 | $40,945 | $52,967-22.7% | $172,753-76.3% | $65,186-37.2% |
| Participation rate | 61.5% | 66.2%-4.7pp | 82.6%-21.1pp | 70.2%-8.7pp |
| Annual return | 19.35% | 30.12%-10.8pp | 803.00%-783.7pp | 29.39%-10.0pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,971 | $2,471-20.2% | $5,198-62.1% | $3,514-43.9% |
| Admin fee / account holder | $5 | $472-99.0% | $13,956-100.0% | $847-99.4% |