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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,733 |
MMA SECURITIES LLC1+ years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $12,383 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,886 | $88,122-68.4% | $141,191-80.2% | $67,579-58.7% |
| Participation rate | 69.9% | 76.5%-6.6pp | 82.5%-12.6pp | 71.3%-1.4pp |
| Annual return | 551.11% | 75.40%+475.7pp | 71.41%+479.7pp | 378.56%+172.6pp |
| Employer contribution / active EE | $1,025 | $3,224-68.2% | $4,736-78.4% | $2,148-52.3% |
| Participant deferral / active EE | $1,746 | $5,958-70.7% | $6,710-74.0% | $3,539-50.7% |
| Admin fee / account holder | $135 | $131+2.9% | $10,264-98.7% | $142-5.3% |