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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 | $101,499-11.4% | $147,005-38.8% | $74,546+20.6% |
| Participation rate | 87.4% | 75.5%+11.9pp | 82.2%+5.2pp | 67.2%+20.2pp |
| Annual return | 24.42% | 8732.34%-8707.9pp | 418.76%-394.3pp | 1366.03%-1341.6pp |
| Employer contribution / active EE | $5,283 | $3,811+38.6% | $4,934+7.1% | $2,624+101.3% |
| Participant deferral / active EE | $15,908 | $7,304+117.8% | $8,070+97.1% | $4,347+265.9% |
| Admin fee / account holder | $286 | $1,748-83.7% | $13,006-97.8% | $1,944-85.3% |