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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $119,025 |
SAGE ADVISORY SERVICES1+ years Filed as: SAGE VIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $32,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,383 | $105,173-80.6% | $87,103-76.6% | $77,775-73.8% |
| Participation rate | 93.1% | 85.8%+7.3pp | 76.9%+16.2pp | 73.2%+19.9pp |
| Annual return | 0.00% | 24.52%-24.5pp | 28.19%-28.2pp | 32.58%-32.6pp |
| Employer contribution / active EE | $975 | $2,890-66.3% | $2,521-61.3% | $2,504-61.1% |
| Participant deferral / active EE | $2,873 | $5,048-43.1% | $4,049-29.0% | $3,966-27.6% |
| Admin fee / account holder | $84 | $105-19.6% | $7,491-98.9% | $100-16.0% |