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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $58,743 |
MMA SECURITIES LLC4+ years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $27,118 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $20,888 | $82,163-74.6% | $125,363-83.3% | $64,814-67.8% |
| Participation rate | 81.7% | 77.9%+3.8pp | 82.4%-0.7pp | 71.5%+10.2pp |
| Annual return | -14.74% | 3.49%-18.2pp | 572.15%-586.9pp | 32.84%-47.6pp |
| Employer contribution / active EE | $1,366 | $3,616-62.2% | $4,815-71.6% | $2,507-45.5% |
| Participant deferral / active EE | $2,202 | $7,175-69.3% | $7,447-70.4% | $4,310-48.9% |
| Admin fee / account holder | $174 | $163+6.4% | $10,005-98.3% | $188-7.5% |