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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC6 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $32,845 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,090 |
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 | $20,276 | $50,812-60.1% | $155,602-87.0% | $77,692-73.9% |
| Participation rate | 60.9% | 63.1%-2.2pp | 78.2%-17.3pp | 70.6%-9.6pp |
| Annual return | 13.27% | 34.85%-21.6pp | 64.81%-51.5pp | 31.25%-18.0pp |
| Employer contribution / active EE | $1,792 | $1,989-9.9% | $4,675-61.7% | $2,726-34.3% |
| Participant deferral / active EE | $1,760 | $2,822-37.6% | $5,629-68.7% | $4,648-62.1% |
| Admin fee / account holder | $62 | $436-85.7% | $15,923-99.6% | $431-85.5% |