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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,670 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $9,003 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,662 | $87,125-80.9% | $108,405-84.6% | $86,821-80.8% |
| Participation rate | 82.5% | 80.5%+1.9pp | 80.1%+2.3pp | 72.3%+10.2pp |
| Annual return | 66.46% | 25.21%+41.2pp | 905.55%-839.1pp | 97.94%-31.5pp |
| Employer contribution / active EE | $1,577 | $2,477-36.3% | $3,559-55.7% | $2,406-34.5% |
| Participant deferral / active EE | $5,960 | $6,944-14.2% | $6,563-9.2% | $4,132+44.2% |
| Admin fee / account holder | $90 | $130-30.6% | $7,297-98.8% | $170-46.7% |