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 | $95,798 |
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $71,866 |
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 | $58,331 | $99,201-41.2% | $96,544-39.6% | $74,473-21.7% |
| Participation rate | 93.9% | 80.7%+13.2pp | 76.0%+17.9pp | 70.7%+23.2pp |
| Annual return | 30.77% | 22.40%+8.4pp | 25.88%+4.9pp | 34.36%-3.6pp |
| Employer contribution / active EE | $7,384 | $2,570+187.3% | $2,966+148.9% | $2,638+179.9% |
| Participant deferral / active EE | $12,022 | $4,938+143.5% | $4,851+147.8% | $4,530+165.4% |
| Admin fee / account holder | $139 | $225-38.2% | $8,254-98.3% | $347-59.9% |