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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54,828 |
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $39,682 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $96,749 | $81,358+18.9% | $155,556-37.8% | $80,959+19.5% |
| Participation rate | 44.4% | 66.3%-21.8pp | 78.2%-33.8pp | 67.7%-23.2pp |
| Annual return | -84.41% | 33.39%-117.8pp | 64.84%-149.2pp | 35.67%-120.1pp |
| Employer contribution / active EE | $294 | $3,106-90.5% | $4,675-93.7% | $2,757-89.3% |
| Participant deferral / active EE | $6,732 | $3,455+94.8% | $5,631+19.6% | $4,300+56.6% |
| Admin fee / account holder | $2,446 | $7,994-69.4% | $15,885-84.6% | $6,925-64.7% |