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 | $88,062 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $65,668 |
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 | $39,233 | $72,303-45.7% | $86,698-54.7% | $64,824-39.5% |
| Participation rate | 91.9% | 80.4%+11.5pp | 76.6%+15.4pp | 71.5%+20.5pp |
| Annual return | -13.68% | 392.77%-406.5pp | 35.96%-49.6pp | 32.84%-46.5pp |
| Employer contribution / active EE | $1,709 | $2,393-28.6% | $2,837-39.8% | $2,507-31.8% |
| Participant deferral / active EE | $10,437 | $4,660+124.0% | $4,656+124.2% | $4,311+142.1% |
| Admin fee / account holder | $139 | $174-20.0% | $7,492-98.1% | $188-25.9% |