Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 16 · EIN 22-3570392 | Consulting | $78,749 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,508 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,993 | $46,332+57.5% | $143,797-49.2% | $64,824+12.6% |
| Participation rate | 59.7% | 64.2%-4.5pp | 80.3%-20.6pp | 71.5%-11.8pp |
| Annual return | -14.37% | -10.05%-4.3pp | -0.04%-14.3pp | 32.84%-47.2pp |
| Employer contribution / active EE | $2,650 | $1,911+38.7% | $4,952-46.5% | $2,507+5.7% |
| Participant deferral / active EE | $4,923 | $2,647+86.0% | $5,638-12.7% | $4,311+14.2% |
| Admin fee / account holder | $211 | $154+37.0% | $14,679-98.6% | $188+12.2% |