Filed February 10, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $67,684 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $63,472 |
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 | $49,294 | $57,921-14.9% | $98,716-50.1% | $103,975-52.6% |
| Participation rate | 91.5% | 68.8%+22.7pp | 69.3%+22.2pp | 72.5%+18.9pp |
| Annual return | 16.64% | 13.15%+3.5pp | 31.81%-15.2pp | 19.41%-2.8pp |
| Employer contribution / active EE | $2,439 | $1,595+52.9% | $2,279+7.0% | $3,722-34.5% |
| Participant deferral / active EE | $4,619 | $2,573+79.5% | $4,048+14.1% | $5,343-13.5% |
| Admin fee / account holder | $89 | $324-72.6% | $8,703-99.0% | $332-73.4% |