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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $23,062 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,397 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,660 | $89,652-52.4% | $141,197-69.8% | $65,186-34.6% |
| Participation rate | 93.4% | 74.7%+18.7pp | 82.5%+11.0pp | 70.2%+23.2pp |
| Annual return | 31.05% | 32.79%-1.7pp | 71.41%-40.4pp | 29.39%+1.7pp |
| Employer contribution / active EE | $5,216 | $3,065+70.2% | $4,736+10.1% | $2,177+139.6% |
| Participant deferral / active EE | $10,504 | $5,691+84.6% | $6,710+56.5% | $3,514+198.9% |
| Admin fee / account holder | $191 | $569-66.4% | $10,265-98.1% | $847-77.5% |