Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $52,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$75,689 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,272 | $105,173-38.9% | $87,104-26.2% | $77,775-17.4% |
| Participation rate | 96.8% | 85.8%+11.0pp | 76.9%+20.0pp | 73.2%+23.6pp |
| Annual return | 25.76% | 24.52%+1.2pp | 28.19%-2.4pp | 32.58%-6.8pp |
| Employer contribution / active EE | $3,164 | $2,890+9.5% | $2,521+25.5% | $2,504+26.4% |
| Participant deferral / active EE | $7,353 | $5,048+45.7% | $4,048+81.6% | $3,966+85.4% |
| Admin fee / account holder | -$12 | $105-111.8% | $7,491-100.2% | $100-112.3% |