Filed March 16, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $94,394 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $40,000 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $25,830 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,609 | $44,898-38.5% | $85,126-67.6% | $199,921-86.2% |
| Participation rate | 61.3% | 45.7%+15.6pp | 67.5%-6.2pp | 72.0%-10.7pp |
| Annual return | 18.13% | 20.98%-2.9pp | 66.63%-48.5pp | 34.28%-16.2pp |
| Employer contribution / active EE | $2,688 | $1,367+96.6% | $2,731-1.6% | $3,035-11.4% |
| Participant deferral / active EE | $1,926 | $2,670-27.9% | $4,523-57.4% | $5,089-62.2% |
| Admin fee / account holder | $126 | $585-78.5% | $6,160-98.0% | $269-53.3% |