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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $60,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,497 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$213,749 |
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 | $91,666 | $144,879-36.7% | $111,308-17.6% | $93,010-1.4% |
| Participation rate | 97.4% | 86.1%+11.3pp | 77.3%+20.1pp | 73.9%+23.5pp |
| Annual return | 16.88% | 18.11%-1.2pp | 54.67%-37.8pp | 158.70%-141.8pp |
| Employer contribution / active EE | $3,525 | $3,052+15.5% | $2,732+29.0% | $2,705+30.3% |
| Participant deferral / active EE | $9,283 | $5,576+66.5% | $4,487+106.9% | $4,561+103.5% |
| Admin fee / account holder | -$80 | $104-177.7% | $7,965-101.0% | $152-153.0% |