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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $60,443 |
Service code 37 · EIN 04-2647786 | Loan Processing | $45,799 |
GRAY, GRAY & GRAY1 year Filed as: GRAY, GRAY, & GRAY LLP Service code 10 · EIN 04-2088368 | Accounting | $10,789 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,219 | $106,264-23.6% | $147,117-44.8% | $77,762+4.4% |
| Participation rate | 88.8% | 78.4%+10.4pp | 82.2%+6.6pp | 70.6%+18.2pp |
| Annual return | 14.58% | 56.94%-42.4pp | 420.54%-406.0pp | 31.27%-16.7pp |
| Employer contribution / active EE | $5,671 | $4,074+39.2% | $4,932+15.0% | $2,728+107.9% |
| Participant deferral / active EE | $13,120 | $8,003+63.9% | $8,065+62.7% | $4,651+182.1% |
| Admin fee / account holder | $176 | $334-47.2% | $12,993-98.6% | $433-59.3% |