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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50,042 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $36,405 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,685 | $241,850-72.0% | $102,412-33.9% | $199,960-66.2% |
| Participation rate | 33.4% | 78.3%-44.9pp | 74.5%-41.1pp | 72.0%-38.6pp |
| Annual return | 78.39% | 17.67%+60.7pp | 24.94%+53.4pp | 34.28%+44.1pp |
| Employer contribution / active EE | $726 | $4,253-82.9% | $3,870-81.2% | $3,036-76.1% |
| Participant deferral / active EE | $1,953 | $3,961-50.7% | $5,060-61.4% | $5,087-61.6% |
| Admin fee / account holder | $168 | $288-41.6% | $8,388-98.0% | $269-37.6% |