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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMC Service code 10 1225 17TH STREET, SUITE 1300 · DENVER, CO 802025854 | Accounting | $37,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$161,956 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $159,182 | $63,905+149.1% | $74,184+114.6% | $57,658+176.1% |
| Participation rate | 87.2% | 79.8%+7.5pp | 76.6%+10.6pp | 70.2%+17.0pp |
| Annual return | 6.55% | 60.60%-54.1pp | 17.74%-11.2pp | 5.13%+1.4pp |
| Employer contribution / active EE | $0 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $5,491 | $3,448+59.3% | $3,550+54.7% | $3,061+79.4% |
| Admin fee / account holder | -$144 | $91-258.5% | $5,586-102.6% | $95-252.7% |