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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,863 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC Service code 61 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,348 | $43,550-30.3% | $63,517-52.2% | $52,331-42.0% |
| Participation rate | 29.3% | 65.7%-36.4pp | 71.0%-41.7pp | 68.1%-38.8pp |
| Annual return | -3.11% | 2.03%-5.1pp | -70.30%+67.2pp | 4.54%-7.7pp |
| Employer contribution / active EE | $756 | $1,351-44.1% | $2,322-67.5% | $1,882-59.8% |
| Participant deferral / active EE | $1,054 | $2,254-53.2% | $2,953-64.3% | $3,022-65.1% |
| Admin fee / account holder | $22 | $387-94.3% | $5,892-99.6% | $592-96.3% |