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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 | $102,422-82.6% | $147,117-87.9% | $80,959-78.0% |
| Participation rate | 98.8% | 75.9%+23.0pp | 82.2%+16.7pp | 67.7%+31.2pp |
| Annual return | 14.42% | 135.16%-120.7pp | 420.54%-406.1pp | 35.67%-21.2pp |
| Employer contribution / active EE | $1,536 | $3,717-58.7% | $4,932-68.9% | $2,757-44.3% |
| Participant deferral / active EE | $3,614 | $6,652-45.7% | $8,065-55.2% | $4,300-16.0% |
| Admin fee / account holder | $232 | $7,953-97.1% | $12,993-98.2% | $6,925-96.7% |