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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC6 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $27,408 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,962 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,750 | $83,090-28.1% | $130,062-54.1% | $71,529-16.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 19.96% | 20.61%-0.7pp | -137.37%+157.3pp | 28.97%-9.0pp |
| Employer contribution / active EE | $2,116 | $2,624-19.3% | $4,322-51.0% | $2,590-18.3% |
| Participant deferral / active EE | $6,158 | $4,436+38.8% | $5,821+5.8% | $4,291+43.5% |
| Admin fee / account holder | $225 | $1,727-87.0% | $10,601-97.9% | $1,588-85.9% |