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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $131,488 |
L M KOHN & COMPANY1+ years Service code 27 · EIN 31-1311805 | Advisory (Plan) | $27,493 |
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $11,557 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,256 | $82,674+0.7% | $125,381-33.6% | $68,486+21.6% |
| Participation rate | 98.4% | 75.1%+23.4pp | 82.4%+16.0pp | 67.9%+30.5pp |
| Annual return | -18.47% | -5.97%-12.5pp | 572.31%-590.8pp | -7.85%-10.6pp |
| Employer contribution / active EE | $21,191 | $3,382+526.6% | $4,815+340.1% | $2,597+716.1% |
| Participant deferral / active EE | $30,092 | $6,111+392.5% | $7,448+304.1% | $4,028+647.2% |
| Admin fee / account holder | $351 | $6,277-94.4% | $10,007-96.5% | $5,404-93.5% |