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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $54,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$118,009 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,912 | $176,471-54.7% | $95,964-16.7% | $90,274-11.5% |
| Participation rate | 97.6% | 86.6%+11.1pp | 77.1%+20.6pp | 73.4%+24.3pp |
| Annual return | 19.14% | 20.15%-1.0pp | 91.64%-72.5pp | 53.97%-34.8pp |
| Employer contribution / active EE | $3,469 | $2,783+24.6% | $2,541+36.5% | $2,523+37.5% |
| Participant deferral / active EE | $8,232 | $5,325+54.6% | $4,167+97.6% | $4,231+94.6% |
| Admin fee / account holder | -$35 | $154-122.7% | $6,797-100.5% | $114-130.7% |