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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,574 |
MMA SECURITIES LLC2+ years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $21,045 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,781 | $77,472-34.5% | $100,415-49.4% | $80,959-37.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 13.19% | 37.26%-24.1pp | 49.47%-36.3pp | 35.67%-22.5pp |
| Employer contribution / active EE | $536 | $2,800-80.9% | $3,943-86.4% | $2,757-80.6% |
| Participant deferral / active EE | $10,474 | $6,818+53.6% | $8,091+29.4% | $4,300+143.6% |
| Admin fee / account holder | $414 | $5,885-93.0% | $7,906-94.8% | $6,925-94.0% |