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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,028 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,920 |
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 | $47,793 | $86,341-44.6% | $125,195-61.8% | $65,186-26.7% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 22.83% | 27.44%-4.6pp | 43.79%-21.0pp | 29.39%-6.6pp |
| Employer contribution / active EE | $2,349 | $2,040+15.2% | $3,866-39.3% | $2,177+7.9% |
| Participant deferral / active EE | $5,158 | $3,538+45.8% | $4,937+4.5% | $3,514+46.8% |
| Admin fee / account holder | $216 | $609-64.5% | $9,704-97.8% | $847-74.4% |