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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $36,203 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,219 |
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 | $94,161 | $55,472+69.7% | $155,567-39.5% | $74,546+26.3% |
| Participation rate | 95.8% | 61.9%+33.9pp | 78.2%+17.6pp | 67.2%+28.6pp |
| Annual return | 18.55% | 268.72%-250.2pp | 64.74%-46.2pp | 1366.03%-1347.5pp |
| Employer contribution / active EE | $5,187 | $2,269+128.6% | $4,674+11.0% | $2,624+97.7% |
| Participant deferral / active EE | $13,079 | $2,838+360.9% | $5,628+132.4% | $4,347+200.8% |
| Admin fee / account holder | $265 | $1,743-84.8% | $15,916-98.3% | $1,944-86.3% |