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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,509 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $21,329 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,289 | $45,343+44.0% | $150,298-56.6% | $67,986-4.0% |
| Participation rate | 59.0% | 51.9%+7.1pp | 77.8%-18.8pp | 57.2%+1.8pp |
| Annual return | 19.01% | 33.28%-14.3pp | 62.79%-43.8pp | 31.67%-12.7pp |
| Employer contribution / active EE | $1,017 | $1,462-30.4% | $4,154-75.5% | $2,019-49.6% |
| Participant deferral / active EE | $3,722 | $2,055+81.1% | $5,453-31.7% | $3,358+10.8% |
| Admin fee / account holder | $389 | $2,250-82.7% | $14,116-97.2% | $3,203-87.9% |