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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $45,590 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $37,284 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,909 | $101,591-11.5% | $147,096-38.9% | $74,429+20.8% |
| Participation rate | 87.4% | 75.5%+11.8pp | 82.2%+5.2pp | 67.2%+20.2pp |
| Annual return | 24.42% | 8746.45%-8722.0pp | 419.75%-395.3pp | 1368.38%-1344.0pp |
| Employer contribution / active EE | $5,283 | $3,813+38.6% | $4,936+7.0% | $2,625+101.2% |
| Participant deferral / active EE | $15,908 | $7,302+117.9% | $8,071+97.1% | $4,348+265.8% |
| Admin fee / account holder | $286 | $1,750-83.7% | $13,005-97.8% | $1,944-85.3% |