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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,725 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $6,829 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,790 | $102,382-82.6% | $147,005-87.9% | $80,874-78.0% |
| Participation rate | 98.8% | 75.8%+23.0pp | 82.2%+16.7pp | 67.6%+31.2pp |
| Annual return | 14.42% | 134.89%-120.5pp | 418.76%-404.3pp | 35.62%-21.2pp |
| Employer contribution / active EE | $1,536 | $3,715-58.7% | $4,934-68.9% | $2,756-44.3% |
| Participant deferral / active EE | $3,614 | $6,646-45.6% | $8,070-55.2% | $4,297-15.9% |
| Admin fee / account holder | $232 | $7,942-97.1% | $13,006-98.2% | $6,935-96.7% |