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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $24,316 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$472 |
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 | $68,682 | $76,112-9.8% | $96,534-28.9% | $71,511-4.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 19.96% | 22.81%-2.8pp | 25.88%-5.9pp | 28.86%-8.9pp |
| Employer contribution / active EE | $1,822 | $2,248-18.9% | $2,965-38.6% | $2,589-29.6% |
| Participant deferral / active EE | $5,439 | $4,217+29.0% | $4,851+12.1% | $4,291+26.8% |
| Admin fee / account holder | $135 | $2,708-95.0% | $8,253-98.4% | $1,588-91.5% |