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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,563 |
MMA SECURITIES LLC1+ years Filed as: MMC SECURITIES CORP Service code 61 · EIN 06-1685865 | Finders' fees / placement fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,511 | $70,002-5.0% | $115,037-42.2% | $52,331+27.1% |
| Participation rate | 86.5% | 72.1%+14.4pp | 81.4%+5.1pp | 68.1%+18.4pp |
| Annual return | 0.24% | 4.04%-3.8pp | 26.14%-25.9pp | 4.54%-4.3pp |
| Employer contribution / active EE | $1,245 | $2,715-54.1% | $4,608-73.0% | $1,882-33.8% |
| Participant deferral / active EE | $7,957 | $4,920+61.7% | $6,026+32.0% | $3,022+163.3% |
| Admin fee / account holder | $7 | $566-98.8% | $8,175-99.9% | $592-98.8% |