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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $86,734 |
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $31,500 |
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 | $86,077 | $106,230-19.0% | $147,080-41.5% | $77,736+10.7% |
| Participation rate | 97.6% | 78.4%+19.2pp | 82.2%+15.5pp | 70.6%+27.0pp |
| Annual return | 15.25% | 56.91%-41.7pp | 420.17%-404.9pp | 31.26%-16.0pp |
| Employer contribution / active EE | $4,018 | $4,072-1.3% | $4,933-18.5% | $2,728+47.3% |
| Participant deferral / active EE | $13,506 | $8,001+68.8% | $8,066+67.4% | $4,651+190.4% |
| Admin fee / account holder | $165 | $338-51.3% | $12,989-98.7% | $433-61.9% |