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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,132 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $21,813 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,382 | $78,976-41.3% | $100,383-53.8% | $74,546-37.8% |
| Participation rate | 85.1% | 79.5%+5.6pp | 81.5%+3.6pp | 67.2%+17.9pp |
| Annual return | 63.23% | 20.62%+42.6pp | 49.26%+14.0pp | 1366.03%-1302.8pp |
| Employer contribution / active EE | $0 | $3,019-100.0% | $3,944-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $13,935 | $7,758+79.6% | $8,086+72.3% | $4,347+220.5% |
| Admin fee / account holder | $227 | $1,330-82.9% | $7,900-97.1% | $1,944-88.3% |