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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $17,163 |
Service code 37 · EIN 04-2647786 | Loan Processing | $742 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,847 | $61,356+25.2% | $149,696-48.7% | $71,511+7.5% |
| Participation rate | 96.7% | 62.5%+34.2pp | 78.8%+17.9pp | 67.9%+28.8pp |
| Annual return | 28.13% | 35.86%-7.7pp | 134.46%-106.3pp | 28.86%-0.7pp |
| Employer contribution / active EE | $3,995 | $2,382+67.7% | $4,821-17.1% | $2,589+54.3% |
| Participant deferral / active EE | $11,338 | $2,920+288.3% | $5,682+99.5% | $4,291+164.2% |
| Admin fee / account holder | $122 | $1,263-90.3% | $13,212-99.1% | $1,588-92.3% |