Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $84,499-38.1% | $125,391-58.3% | $66,949-21.9% |
| Participation rate | 95.1% | 76.4%+18.7pp | 82.4%+12.7pp | 69.8%+25.3pp |
| Annual return | -15.69% | -8.49%-7.2pp | 572.41%-588.1pp | 1.57%-17.3pp |
| Employer contribution / active EE | $7,220 | $3,554+103.2% | $4,816+49.9% | $2,545+183.6% |
| Participant deferral / active EE | $12,889 | $6,785+90.0% | $7,448+73.0% | $4,239+204.0% |
| Admin fee / account holder | $278 | $685-59.4% | $10,009-97.2% | $594-53.2% |