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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,043 |
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $16,378 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,533 | $79,223-71.6% | $102,460-78.0% | $74,478-69.7% |
| Participation rate | 92.2% | 74.8%+17.5pp | 76.5%+15.7pp | 67.2%+25.0pp |
| Annual return | 14.04% | 54.98%-40.9pp | 29.47%-15.4pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $1,308 | $2,363-44.6% | $3,025-56.7% | $2,626-50.2% |
| Participant deferral / active EE | $4,645 | $4,417+5.2% | $5,056-8.1% | $4,350+6.8% |
| Admin fee / account holder | $137 | $2,003-93.1% | $9,460-98.5% | $1,946-92.9% |