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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,385 |
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $24,097 |
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 | $70,229 | $101,653-30.9% | $147,080-52.3% | $74,459-5.7% |
| Participation rate | 78.3% | 75.6%+2.7pp | 82.2%-3.9pp | 67.2%+11.1pp |
| Annual return | 16.60% | 8754.98%-8738.4pp | 420.17%-403.6pp | 1369.70%-1353.1pp |
| Employer contribution / active EE | $4,176 | $3,813+9.5% | $4,933-15.3% | $2,626+59.0% |
| Participant deferral / active EE | $7,692 | $7,304+5.3% | $8,066-4.6% | $4,350+76.8% |
| Admin fee / account holder | $214 | $1,752-87.8% | $12,989-98.4% | $1,945-89.0% |