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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,653 |
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $29,094 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,250 | $93,182-27.8% | $146,643-54.1% | $79,391-15.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 15.83% | 21.61%-5.8pp | 22.75%-6.9pp | 116.88%-101.0pp |
| Employer contribution / active EE | $2,619 | $2,420+8.3% | $4,137-36.7% | $2,428+7.9% |
| Participant deferral / active EE | $6,004 | $4,169+44.0% | $5,506+9.0% | $4,046+48.4% |
| Admin fee / account holder | $292 | $585-50.0% | $10,280-97.2% | $627-53.4% |