Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1+ years Filed as: MMC SECURITIES CORP Service code 27 · EIN 06-1685865 | Advisory (Plan) | $52,561 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$49,525 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,636 | $72,770+63.0% | $67,652+75.4% | $55,191+115.0% |
| Participation rate | 89.2% | 78.8%+10.5pp | 75.7%+13.6pp | 69.2%+20.1pp |
| Annual return | 7.60% | -3.26%+10.9pp | 6625.40%-6617.8pp | 10.78%-3.2pp |
| Employer contribution / active EE | $1,851 | $1,769+4.6% | $2,266-18.3% | $1,899-2.5% |
| Participant deferral / active EE | $8,203 | $3,408+140.7% | $3,560+130.5% | $3,046+169.3% |
| Admin fee / account holder | $3 | $79-95.7% | $4,821-99.9% | $91-96.3% |