Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,461 |
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $14,258 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,567 | $76,112-73.0% | $96,544-78.7% | $71,529-71.2% |
| Participation rate | 94.2% | 74.4%+19.8pp | 76.0%+18.2pp | 67.9%+26.3pp |
| Annual return | 15.94% | 22.80%-6.9pp | 25.88%-9.9pp | 28.97%-13.0pp |
| Employer contribution / active EE | $1,725 | $2,248-23.3% | $2,966-41.8% | $2,590-33.4% |
| Participant deferral / active EE | $4,332 | $4,217+2.7% | $4,851-10.7% | $4,291+0.9% |
| Admin fee / account holder | $142 | $2,708-94.7% | $8,254-98.3% | $1,588-91.0% |