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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES Service code 16 · EIN 13-2834414 | Consulting | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$161,925 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $173,799 | $69,305+150.8% | $82,312+111.1% | $69,631+149.6% |
| Participation rate | 82.7% | 80.3%+2.4pp | 76.9%+5.8pp | 70.7%+12.0pp |
| Annual return | 20.34% | 21.47%-1.1pp | 25.88%-5.5pp | 27571.02%-27550.7pp |
| Employer contribution / active EE | $0 | $1,887-100.0% | $2,428-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $5,676 | $3,568+59.1% | $3,706+53.1% | $3,224+76.1% |
| Admin fee / account holder | -$130 | $97-233.9% | $5,608-102.3% | $110-217.8% |