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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $130,209 |
MMA SECURITIES LLC6 years Service code 49 · EIN 22-3570392 | Other Services | $57,279 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,939 | $106,230-46.4% | $147,080-61.3% | $77,736-26.8% |
| Participation rate | 97.3% | 78.4%+19.0pp | 82.2%+15.2pp | 70.6%+26.8pp |
| Annual return | 23.00% | 56.91%-33.9pp | 420.17%-397.2pp | 31.26%-8.3pp |
| Employer contribution / active EE | $2,105 | $4,072-48.3% | $4,933-57.3% | $2,728-22.8% |
| Participant deferral / active EE | $9,798 | $8,001+22.5% | $8,066+21.5% | $4,651+110.7% |
| Admin fee / account holder | $251 | $338-25.9% | $12,989-98.1% | $433-42.1% |