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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $57,181 |
MMA SECURITIES LLC5+ years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $26,992 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,669 | $95,369-73.1% | $135,942-81.1% | $74,440-65.5% |
| Participation rate | 82.2% | 78.2%+4.0pp | 81.9%+0.3pp | 70.7%+11.5pp |
| Annual return | 20.84% | 32.72%-11.9pp | 68.28%-47.4pp | 34.37%-13.5pp |
| Employer contribution / active EE | $1,577 | $3,878-59.3% | $4,858-67.5% | $2,638-40.2% |
| Participant deferral / active EE | $2,408 | $7,788-69.1% | $7,759-69.0% | $4,529-46.8% |
| Admin fee / account holder | $171 | $266-35.7% | $10,764-98.4% | $348-50.8% |