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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 | $101,653-11.6% | $147,080-38.9% | $74,459+20.7% |
| Participation rate | 87.4% | 75.6%+11.8pp | 82.2%+5.2pp | 67.2%+20.2pp |
| Annual return | 24.42% | 8754.98%-8730.6pp | 420.17%-395.8pp | 1369.70%-1345.3pp |
| Employer contribution / active EE | $5,283 | $3,813+38.5% | $4,933+7.1% | $2,626+101.2% |
| Participant deferral / active EE | $15,908 | $7,304+117.8% | $8,066+97.2% | $4,350+265.7% |
| Admin fee / account holder | $286 | $1,752-83.7% | $12,989-97.8% | $1,945-85.3% |