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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $67,636 |
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $35,653 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,328 | $46,332-64.8% | $143,799-88.6% | $64,819-74.8% |
| Participation rate | 67.4% | 64.2%+3.1pp | 80.3%-12.9pp | 71.5%-4.1pp |
| Annual return | -13.22% | -10.05%-3.2pp | -0.04%-13.2pp | 32.84%-46.1pp |
| Employer contribution / active EE | $2,095 | $1,911+9.6% | $4,952-57.7% | $2,507-16.4% |
| Participant deferral / active EE | $1,389 | $2,647-47.5% | $5,638-75.4% | $4,311-67.8% |
| Admin fee / account holder | $97 | $154-37.0% | $14,677-99.3% | $188-48.4% |