Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $26,508 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,926 |
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 | $38,791 | $72,620-46.6% | $90,760-57.3% | $66,938-42.1% |
| Participation rate | 96.8% | 73.7%+23.1pp | 75.7%+21.1pp | 69.8%+27.0pp |
| Annual return | -16.45% | -12.28%-4.2pp | -12.16%-4.3pp | 1.58%-18.0pp |
| Employer contribution / active EE | $6,489 | $2,369+173.9% | $2,922+122.1% | $2,545+155.0% |
| Participant deferral / active EE | $12,127 | $3,979+204.8% | $4,565+165.6% | $4,238+186.1% |
| Admin fee / account holder | $240 | $707-66.1% | $8,444-97.2% | $594-59.6% |