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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 | $106,247-23.6% | $147,096-44.8% | $77,714+4.5% |
| Participation rate | 88.8% | 78.4%+10.4pp | 82.2%+6.6pp | 70.6%+18.2pp |
| Annual return | 14.58% | 56.87%-42.3pp | 419.75%-405.2pp | 31.26%-16.7pp |
| Employer contribution / active EE | $5,671 | $4,069+39.4% | $4,936+14.9% | $2,727+108.0% |
| Participant deferral / active EE | $13,120 | $7,996+64.1% | $8,071+62.6% | $4,649+182.2% |
| Admin fee / account holder | $176 | $338-47.9% | $13,005-98.6% | $433-59.3% |