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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $252,230 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $65,607 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,264 | $144,879-83.9% | $111,306-79.1% | $93,010-75.0% |
| Participation rate | 95.2% | 86.1%+9.0pp | 77.3%+17.8pp | 73.9%+21.3pp |
| Annual return | 13.44% | 18.11%-4.7pp | 54.67%-41.2pp | 158.70%-145.3pp |
| Employer contribution / active EE | $1,081 | $3,052-64.6% | $2,732-60.4% | $2,705-60.0% |
| Participant deferral / active EE | $3,613 | $5,576-35.2% | $4,488-19.5% | $4,561-20.8% |
| Admin fee / account holder | $143 | $104+37.9% | $7,966-98.2% | $152-5.9% |