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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,474 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $23,609 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,781 | $81,494-26.6% | $133,978-55.4% | $73,497-18.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 16.15% | 19.40%-3.3pp | 45.10%-28.9pp | 28.51%-12.4pp |
| Employer contribution / active EE | $2,184 | $2,210-1.2% | $3,919-44.3% | $2,270-3.8% |
| Participant deferral / active EE | $5,520 | $3,787+45.8% | $5,047+9.4% | $3,740+47.6% |
| Admin fee / account holder | $270 | $713-62.2% | $8,930-97.0% | $513-47.4% |