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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $26,270 |
MMA SECURITIES LLC1+ years Filed as: MMC SECURITIES CORP. Service code 22 · EIN 06-1685865 | Insurance Broker | $23,521 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,643 | $48,277+168.5% | $63,244+105.0% | $55,191+134.9% |
| Participation rate | 98.6% | 69.4%+29.2pp | 71.0%+27.5pp | 69.2%+29.4pp |
| Annual return | 2.97% | 2.37%+0.6pp | -70.31%+73.3pp | 10.78%-7.8pp |
| Employer contribution / active EE | $7,344 | $1,592+361.4% | $2,322+216.3% | $1,899+286.8% |
| Participant deferral / active EE | $6,941 | $2,432+185.4% | $2,953+135.0% | $3,046+127.9% |
| Admin fee / account holder | $28 | $86-68.0% | $5,893-99.5% | $91-69.7% |