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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,557 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $9,033 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $18,008 | $56,095-67.9% | $178,503-89.9% | $90,274-80.1% |
| Participation rate | 21.4% | 65.6%-44.2pp | 81.9%-60.5pp | 73.4%-52.0pp |
| Annual return | 19.02% | 28.81%-9.8pp | 151.12%-132.1pp | 53.97%-34.9pp |
| Employer contribution / active EE | $282 | $1,572-82.1% | $5,011-94.4% | $2,523-88.8% |
| Participant deferral / active EE | $468 | $2,669-82.5% | $5,202-91.0% | $4,231-88.9% |
| Admin fee / account holder | $104 | $101+3.6% | $13,987-99.3% | $114-8.5% |