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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,725 |
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $26,877 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,858 | $86,692-47.1% | $119,634-61.7% | $66,949-31.5% |
| Participation rate | 98.3% | 75.6%+22.7pp | 79.3%+19.0pp | 69.8%+28.4pp |
| Annual return | -16.98% | -8.00%-9.0pp | -14.98%-2.0pp | 1.57%-18.5pp |
| Employer contribution / active EE | $1,968 | $2,536-22.4% | $4,232-53.5% | $2,545-22.7% |
| Participant deferral / active EE | $4,868 | $4,360+11.7% | $5,601-13.1% | $4,239+14.8% |
| Admin fee / account holder | $218 | $755-71.1% | $10,329-97.9% | $594-63.3% |