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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,798 |
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $33,217 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,269 | $84,487-38.1% | $125,358-58.3% | $66,923-21.9% |
| Participation rate | 95.1% | 76.4%+18.7pp | 82.4%+12.7pp | 69.8%+25.3pp |
| Annual return | -15.69% | -8.39%-7.3pp | 572.03%-587.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $7,220 | $3,553+103.2% | $4,814+50.0% | $2,545+183.7% |
| Participant deferral / active EE | $12,889 | $6,781+90.1% | $7,447+73.1% | $4,237+204.2% |
| Admin fee / account holder | $278 | $685-59.4% | $10,007-97.2% | $593-53.1% |