Filed October 12, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $87,723 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $56,740 |
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 | $48,573 | $185,342-73.8% | $111,306-56.4% | $86,821-44.1% |
| Participation rate | 84.5% | 81.0%+3.6pp | 77.3%+7.2pp | 72.3%+12.3pp |
| Annual return | 22.42% | 500.80%-478.4pp | 54.67%-32.2pp | 97.94%-75.5pp |
| Employer contribution / active EE | $1,087 | $2,246-51.6% | $2,732-60.2% | $2,406-54.8% |
| Participant deferral / active EE | $9,088 | $4,458+103.8% | $4,488+102.5% | $4,132+120.0% |
| Admin fee / account holder | $164 | $255-35.8% | $7,966-97.9% | $170-3.3% |