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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,384 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $6,790 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,447 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,003 | $51,283-53.2% | $95,740-74.9% | $71,511-66.4% |
| Participation rate | 87.4% | 63.1%+24.3pp | 72.3%+15.1pp | 67.9%+19.5pp |
| Annual return | 25.44% | 25.25%+0.2pp | 28.41%-3.0pp | 28.86%-3.4pp |
| Employer contribution / active EE | $673 | $1,817-62.9% | $2,836-76.3% | $2,589-74.0% |
| Participant deferral / active EE | $4,773 | $3,365+41.9% | $4,244+12.5% | $4,291+11.3% |
| Admin fee / account holder | $157 | $1,135-86.1% | $5,676-97.2% | $1,588-90.1% |