Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMC SECURITIES LLC Service code 55 · EIN 06-1685865 | Other Commissions | $49,848 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,588 |
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 | $66,783 | $80,753-17.3% | $136,298-51.0% | $62,293+7.2% |
| Participation rate | 92.3% | 73.5%+18.8pp | 81.9%+10.4pp | 69.5%+22.8pp |
| Annual return | 22.42% | 35.83%-13.4pp | 5156.27%-5133.8pp | 28.90%-6.5pp |
| Employer contribution / active EE | $1,821 | $2,884-36.9% | $4,696-61.2% | $2,042-10.8% |
| Participant deferral / active EE | $9,408 | $5,164+82.2% | $6,247+50.6% | $3,169+196.8% |
| Admin fee / account holder | $10 | $525-98.2% | $9,244-99.9% | $479-98.0% |