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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 | $55,470+69.8% | $155,556-39.5% | $74,478+26.4% |
| Participation rate | 95.8% | 61.9%+33.9pp | 78.2%+17.5pp | 67.2%+28.5pp |
| Annual return | 18.55% | 269.80%-251.3pp | 64.84%-46.3pp | 1370.56%-1352.0pp |
| Employer contribution / active EE | $5,187 | $2,267+128.8% | $4,675+10.9% | $2,626+97.5% |
| Participant deferral / active EE | $13,079 | $2,838+360.9% | $5,631+132.3% | $4,350+200.6% |
| Admin fee / account holder | $265 | $1,744-84.8% | $15,885-98.3% | $1,946-86.4% |