Filed June 3, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,249 |
MMA SECURITIES LLC2 years Service code 55 · EIN 22-3570392 | Other Commissions | $22,506 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,053 | $82,678-15.3% | $125,391-44.1% | $68,490+2.3% |
| Participation rate | 85.2% | 75.1%+10.2pp | 82.4%+2.8pp | 67.9%+17.3pp |
| Annual return | -15.61% | -5.97%-9.6pp | 572.41%-588.0pp | -7.85%-7.8pp |
| Employer contribution / active EE | $1,352 | $3,382-60.0% | $4,816-71.9% | $2,597-47.9% |
| Participant deferral / active EE | $10,589 | $6,111+73.3% | $7,448+42.2% | $4,028+162.9% |
| Admin fee / account holder | $385 | $6,277-93.9% | $10,009-96.1% | $5,403-92.9% |