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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $45,899 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $30,000 |
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 | $42,570 | $66,486-36.0% | $81,370-47.7% | $77,762-45.3% |
| Participation rate | 92.0% | 68.7%+23.3pp | 69.5%+22.5pp | 70.6%+21.4pp |
| Annual return | 13.88% | 15.95%-2.1pp | 24.85%-11.0pp | 31.27%-17.4pp |
| Employer contribution / active EE | $2,515 | $2,158+16.6% | $2,464+2.1% | $2,728-7.8% |
| Participant deferral / active EE | $4,764 | $3,677+29.6% | $3,885+22.6% | $4,651+2.4% |
| Admin fee / account holder | $189 | $586-67.8% | $5,749-96.7% | $433-56.4% |