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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $34,860 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,849 |
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 | $63,717 | $91,474-30.3% | $135,982-53.1% | $71,529-10.9% |
| Participation rate | 96.3% | 75.7%+20.6pp | 81.9%+14.3pp | 67.9%+28.3pp |
| Annual return | 30.06% | 29.89%+0.2pp | 68.32%-38.3pp | 28.97%+1.1pp |
| Employer contribution / active EE | $6,953 | $3,705+87.6% | $4,859+43.1% | $2,590+168.5% |
| Participant deferral / active EE | $12,692 | $7,095+78.9% | $7,760+63.6% | $4,291+195.7% |
| Admin fee / account holder | $241 | $1,267-81.0% | $10,767-97.8% | $1,588-84.8% |