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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,810 |
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $14,668 |
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 | $21,717 | $65,437-66.8% | $86,698-75.0% | $66,949-67.6% |
| Participation rate | 90.5% | 75.5%+15.1pp | 76.6%+13.9pp | 69.8%+20.7pp |
| Annual return | -16.67% | -10.91%-5.8pp | 35.96%-52.6pp | 1.57%-18.2pp |
| Employer contribution / active EE | $1,404 | $2,154-34.8% | $2,837-50.5% | $2,545-44.8% |
| Participant deferral / active EE | $4,630 | $4,102+12.9% | $4,656-0.6% | $4,239+9.2% |
| Admin fee / account holder | $170 | $642-73.5% | $7,492-97.7% | $594-71.3% |