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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES LLC Service code 55 · EIN 06-1685865 | Other Commissions | $30,981 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,294 |
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 | $70,987 | $75,183-5.6% | $123,894-42.7% | $55,167+28.7% |
| Participation rate | 84.1% | 72.8%+11.3pp | 81.4%+2.7pp | 69.0%+15.1pp |
| Annual return | 10.22% | 19.01%-8.8pp | 47.52%-37.3pp | 169.23%-159.0pp |
| Employer contribution / active EE | $1,394 | $2,823-50.6% | $4,617-69.8% | $1,963-29.0% |
| Participant deferral / active EE | $8,550 | $5,084+68.2% | $5,984+42.9% | $3,054+179.9% |
| Admin fee / account holder | $9 | $663-98.6% | $8,357-99.9% | $504-98.2% |