Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $79,169-41.4% | $100,415-53.8% | $74,478-37.7% |
| Participation rate | 85.1% | 79.4%+5.7pp | 81.5%+3.6pp | 67.2%+17.9pp |
| Annual return | 63.23% | 20.51%+42.7pp | 49.47%+13.8pp | 1370.56%-1307.3pp |
| Employer contribution / active EE | $0 | $3,017-100.0% | $3,943-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $13,935 | $7,751+79.8% | $8,091+72.2% | $4,350+220.3% |
| Admin fee / account holder | $227 | $1,337-83.0% | $7,906-97.1% | $1,946-88.3% |