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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $164,235 |
SAGE ADVISORY SERVICES2+ years Filed as: SAGE VIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $52,370 |
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 | $22,692 | $176,471-87.1% | $95,964-76.4% | $90,274-74.9% |
| Participation rate | 94.7% | 86.6%+8.1pp | 77.1%+17.6pp | 73.4%+21.3pp |
| Annual return | 14.63% | 20.15%-5.5pp | 91.64%-77.0pp | 53.97%-39.3pp |
| Employer contribution / active EE | $1,026 | $2,783-63.1% | $2,541-59.6% | $2,523-59.4% |
| Participant deferral / active EE | $3,134 | $5,325-41.1% | $4,167-24.8% | $4,231-25.9% |
| Admin fee / account holder | $114 | $154-26.2% | $6,797-98.3% | $114-0.3% |