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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $56,154 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $25,078 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,211 | $52,293-57.5% | $178,499-87.6% | $73,412-69.7% |
| Participation rate | 55.1% | 65.3%-10.3pp | 81.9%-26.9pp | 72.2%-17.1pp |
| Annual return | 15.55% | 34.75%-19.2pp | 151.10%-135.6pp | 59.30%-43.7pp |
| Employer contribution / active EE | $1,095 | $1,735-36.9% | $5,011-78.2% | $2,234-51.0% |
| Participant deferral / active EE | $214 | $2,332-90.8% | $5,202-95.9% | $3,806-94.4% |
| Admin fee / account holder | $111 | $127-13.1% | $13,986-99.2% | $158-29.9% |