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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $73,619 |
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $30,924 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,155 | $47,163-61.5% | $149,696-87.9% | $74,460-75.6% |
| Participation rate | 55.7% | 63.4%-7.7pp | 78.8%-23.0pp | 70.7%-15.0pp |
| Annual return | 10.45% | 22.75%-12.3pp | 134.46%-124.0pp | 34.38%-23.9pp |
| Employer contribution / active EE | $1,130 | $1,907-40.8% | $4,821-76.6% | $2,638-57.2% |
| Participant deferral / active EE | $924 | $2,730-66.1% | $5,682-83.7% | $4,530-79.6% |
| Admin fee / account holder | $102 | $343-70.3% | $13,212-99.2% | $348-70.7% |