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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,763 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $22,381 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,307 | $79,223+3.9% | $102,460-19.7% | $74,478+10.5% |
| Participation rate | 55.2% | 74.8%-19.6pp | 76.5%-21.3pp | 67.2%-12.0pp |
| Annual return | 13.93% | 54.98%-41.0pp | 29.47%-15.5pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $541 | $2,363-77.1% | $3,025-82.1% | $2,626-79.4% |
| Participant deferral / active EE | $4,624 | $4,417+4.7% | $5,056-8.5% | $4,350+6.3% |
| Admin fee / account holder | $304 | $2,003-84.8% | $9,460-96.8% | $1,946-84.4% |