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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 | $66,459-35.9% | $81,286-47.6% | $77,714-45.2% |
| Participation rate | 92.0% | 68.7%+23.3pp | 69.5%+22.5pp | 70.6%+21.4pp |
| Annual return | 13.88% | 15.95%-2.1pp | 24.80%-10.9pp | 31.26%-17.4pp |
| Employer contribution / active EE | $2,515 | $2,156+16.6% | $2,463+2.1% | $2,727-7.8% |
| Participant deferral / active EE | $4,764 | $3,674+29.6% | $3,883+22.7% | $4,649+2.5% |
| Admin fee / account holder | $189 | $585-67.7% | $5,764-96.7% | $433-56.4% |