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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $163,181 |
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $56,929 |
COOPER SAVAS LLC1 year Service code 10 · EIN 27-5169784 | Accounting | $23,069 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,681 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Form 5500 reported that benefits due were not provided when due.
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 | $11,644 | $58,644-80.1% | $178,540-93.5% | $199,960-94.2% |
| Participation rate | 81.3% | 65.5%+15.8pp | 77.1%+4.2pp | 72.0%+9.3pp |
| Annual return | 32.12% | 19.25%+12.9pp | 27.15%+5.0pp | 34.28%-2.2pp |
| Employer contribution / active EE | $249 | $1,801-86.2% | $3,953-93.7% | $3,036-91.8% |
| Participant deferral / active EE | $1,932 | $4,248-54.5% | $6,281-69.2% | $5,087-62.0% |
| Admin fee / account holder | $99 | $145-32.1% | $10,424-99.1% | $269-63.3% |